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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 | $889,809 | $178,174+399.4% | $156,181+469.7% | $137,256+548.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 14.53% | 84.19%-69.7pp | 64.87%-50.3pp | 220.34%-205.8pp |
| Employer contribution / active EE | $22,023 | $4,972+343.0% | $4,294+412.9% | $4,156+429.9% |
| Participant deferral / active EE | $18,046 | $6,888+162.0% | $6,132+194.3% | $6,407+181.7% |
| Admin fee / account holder | $3,846 | $17,404-77.9% | $14,586-73.6% | $12,270-68.7% |