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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 | $556,356 | $162,136+243.1% | $152,301+265.3% | $154,746+259.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 21.80% | 91.02%-69.2pp | 80.50%-58.7pp | 172.34%-150.5pp |
| Employer contribution / active EE | $25,366 | $4,890+418.7% | $4,624+448.5% | $4,379+479.3% |
| Participant deferral / active EE | $32,586 | $8,341+290.7% | $8,004+307.1% | $6,730+384.2% |
| Admin fee / account holder | $2,143 | $15,759-86.4% | $14,398-85.1% | $14,365-85.1% |