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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 | $668,914 | $185,312+261.0% | $161,489+314.2% | $154,746+332.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 14.58% | 103.84%-89.3pp | 89.72%-75.1pp | 172.34%-157.8pp |
| Employer contribution / active EE | $19,125 | $4,769+301.0% | $4,268+348.1% | $4,379+336.7% |
| Participant deferral / active EE | $19,000 | $6,350+199.2% | $5,630+237.5% | $6,730+182.3% |
| Admin fee / account holder | $8,494 | $18,654-54.5% | $16,006-46.9% | $14,365-40.9% |