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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $974,061 | $185,312+425.6% | $161,489+503.2% | $154,746+529.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 13.43% | 103.84%-90.4pp | 89.72%-76.3pp | 172.34%-158.9pp |
| Employer contribution / active EE | $31,550 | $4,769+561.6% | $4,268+639.2% | $4,379+620.5% |
| Participant deferral / active EE | $19,465 | $6,350+206.6% | $5,630+245.7% | $6,730+189.2% |
| Admin fee / account holder | $4,797 | $18,654-74.3% | $16,006-70.0% | $14,365-66.6% |