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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 | $174,379+433.2% | $152,093+511.3% | $138,895+569.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 15.15% | 74.86%-59.7pp | 66.36%-51.2pp | 145.39%-130.2pp |
| Employer contribution / active EE | $74,667 | $4,652+1505.1% | $4,175+1688.6% | $4,194+1680.2% |
| Participant deferral / active EE | $3,375 | $6,159-45.2% | $5,451-38.1% | $6,396-47.2% |
| Admin fee / account holder | $6,630 | $16,880-60.7% | $14,497-54.3% | $12,562-47.2% |