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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 | $921,491 | $174,379+428.4% | $152,093+505.9% | $138,895+563.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 13.31% | 74.86%-61.5pp | 66.36%-53.0pp | 145.39%-132.1pp |
| Employer contribution / active EE | $31,673 | $4,652+580.9% | $4,175+658.7% | $4,194+655.1% |
| Participant deferral / active EE | $21,163 | $6,159+243.6% | $5,451+288.2% | $6,396+230.9% |
| Admin fee / account holder | $2,973 | $16,880-82.4% | $14,497-79.5% | $12,562-76.3% |