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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 | $969,796 | $172,111+463.5% | $150,298+545.2% | $137,256+606.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 17.33% | 69.37%-52.0pp | 62.79%-45.5pp | 220.34%-203.0pp |
| Employer contribution / active EE | $39,126 | $4,636+743.9% | $4,154+841.9% | $4,156+841.4% |
| Participant deferral / active EE | $21,182 | $6,166+243.5% | $5,453+288.5% | $6,407+230.6% |
| Admin fee / account holder | $3,276 | $16,471-80.1% | $14,116-76.8% | $12,270-73.3% |