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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 | $903,611 | $181,062+399.1% | $158,223+471.1% | $155,188+482.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 16.74% | 57.39%-40.6pp | 52.09%-35.3pp | 148.84%-132.1pp |
| Employer contribution / active EE | $21,000 | $4,565+360.1% | $4,109+411.1% | $4,248+394.4% |
| Participant deferral / active EE | $37,583 | $6,134+512.7% | $5,467+587.5% | $6,531+475.4% |
| Admin fee / account holder | $228,955 | $18,825+1116.2% | $16,047+1326.8% | $14,480+1481.2% |