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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 | $936,825 | $185,312+405.5% | $161,489+480.1% | $154,746+505.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 10.18% | 103.84%-93.7pp | 89.72%-79.5pp | 172.34%-162.2pp |
| Employer contribution / active EE | $1,128 | $4,769-76.3% | $4,268-73.6% | $4,379-74.2% |
| Participant deferral / active EE | $4,605 | $6,350-27.5% | $5,630-18.2% | $6,730-31.6% |
| Admin fee / account holder | $39,675 | $18,654+112.7% | $16,006+147.9% | $14,365+176.2% |