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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 | $185,312+397.3% | $161,489+470.6% | $154,746+495.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 13.31% | 103.84%-90.5pp | 89.72%-76.4pp | 172.34%-159.0pp |
| Employer contribution / active EE | $31,673 | $4,769+564.1% | $4,268+642.1% | $4,379+623.3% |
| Participant deferral / active EE | $21,163 | $6,350+233.3% | $5,630+275.9% | $6,730+214.4% |
| Admin fee / account holder | $2,973 | $18,654-84.1% | $16,006-81.4% | $14,365-79.3% |