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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 | $803,694 | $196,972+308.0% | $182,262+341.0% | $198,609+304.7% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 19.43% | 158.27%-138.8pp | 140.60%-121.2pp | 202.70%-183.3pp |
| Employer contribution / active EE | $34,151 | $5,364+536.7% | $5,046+576.8% | $5,055+575.5% |
| Participant deferral / active EE | $22,600 | $8,643+161.5% | $8,276+173.1% | $6,977+223.9% |
| Admin fee / account holder | $2,366 | $18,429-87.2% | $16,712-85.8% | $19,030-87.6% |