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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 | $666,479 | $178,174+274.1% | $156,181+326.7% | $137,256+385.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 14.17% | 84.19%-70.0pp | 64.87%-50.7pp | 220.34%-206.2pp |
| Employer contribution / active EE | $22,222 | $4,972+347.0% | $4,294+417.5% | $4,156+434.7% |
| Participant deferral / active EE | $14,204 | $6,888+106.2% | $6,132+131.6% | $6,407+121.7% |
| Admin fee / account holder | $10,060 | $17,404-42.2% | $14,586-31.0% | $12,270-18.0% |