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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 | $559,248 | $178,174+213.9% | $156,181+258.1% | $137,256+307.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 16.49% | 84.19%-67.7pp | 64.87%-48.4pp | 220.34%-203.9pp |
| Employer contribution / active EE | $29,631 | $4,972+496.0% | $4,294+590.1% | $4,156+613.0% |
| Participant deferral / active EE | $16,207 | $6,888+135.3% | $6,132+164.3% | $6,407+153.0% |
| Admin fee / account holder | $2,986 | $17,404-82.8% | $14,586-79.5% | $12,270-75.7% |