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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 | $929,752 | $181,062+413.5% | $158,223+487.6% | $155,188+499.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 15.15% | 57.39%-42.2pp | 52.09%-36.9pp | 148.84%-133.7pp |
| Employer contribution / active EE | $74,667 | $4,565+1535.8% | $4,109+1717.2% | $4,248+1657.8% |
| Participant deferral / active EE | $3,375 | $6,134-45.0% | $5,467-38.3% | $6,531-48.3% |
| Admin fee / account holder | $6,630 | $18,825-64.8% | $16,047-58.7% | $14,480-54.2% |