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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 | $668,171 | $178,174+275.0% | $156,181+327.8% | $137,256+386.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 11.43% | 84.19%-72.8pp | 64.87%-53.4pp | 220.34%-208.9pp |
| Employer contribution / active EE | $28,309 | $4,972+469.4% | $4,294+559.3% | $4,156+581.2% |
| Participant deferral / active EE | $7,985 | $6,888+15.9% | $6,132+30.2% | $6,407+24.6% |
| Admin fee / account holder | $5,734 | $17,404-67.1% | $14,586-60.7% | $12,270-53.3% |