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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 | $849,259 | $182,442+365.5% | $163,379+419.8% | $138,895+511.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 24.73% | 72.74%-48.0pp | 63.41%-38.7pp | 145.39%-120.7pp |
| Employer contribution / active EE | $38,710 | $4,159+830.7% | $3,752+931.6% | $4,194+822.9% |
| Participant deferral / active EE | $20,667 | $6,817+203.2% | $6,282+229.0% | $6,396+223.1% |
| Admin fee / account holder | $3,077 | $10,396-70.4% | $9,818-68.7% | $12,562-75.5% |