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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 | $619,355 | $172,111+259.9% | $150,298+312.1% | $137,256+351.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 30.35% | 69.37%-39.0pp | 62.79%-32.4pp | 220.34%-190.0pp |
| Employer contribution / active EE | $26,055 | $4,636+462.0% | $4,154+527.2% | $4,156+526.9% |
| Participant deferral / active EE | $9,615 | $6,166+55.9% | $5,453+76.3% | $6,407+50.1% |
| Admin fee / account holder | $4,649 | $16,471-71.8% | $14,116-67.1% | $12,270-62.1% |