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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 | $185,312+234.2% | $161,489+283.5% | $154,746+300.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 30.35% | 103.84%-73.5pp | 89.72%-59.4pp | 172.34%-142.0pp |
| Employer contribution / active EE | $26,055 | $4,769+446.3% | $4,268+510.4% | $4,379+495.0% |
| Participant deferral / active EE | $9,615 | $6,350+51.4% | $5,630+70.8% | $6,730+42.9% |
| Admin fee / account holder | $4,649 | $18,654-75.1% | $16,006-71.0% | $14,365-67.6% |