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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 | $769,857 | $161,352+377.1% | $134,172+473.8% | $137,256+460.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 19.78% | 28.72%-8.9pp | 25.30%-5.5pp | 220.34%-200.6pp |
| Employer contribution / active EE | $55,759 | $4,099+1260.4% | $3,420+1530.4% | $4,156+1241.6% |
| Participant deferral / active EE | $31,000 | $5,552+458.3% | $4,690+560.9% | $6,407+383.9% |
| Admin fee / account holder | $320 | $15,028-97.9% | $12,016-97.3% | $12,270-97.4% |