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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 | $921,019 | $154,228+497.2% | $145,433+533.3% | $137,256+571.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.77% | 74.59%-55.8pp | 66.58%-47.8pp | 220.34%-201.6pp |
| Employer contribution / active EE | $2,750 | $4,804-42.8% | $4,554-39.6% | $4,156-33.8% |
| Participant deferral / active EE | $21,551 | $8,216+162.3% | $7,897+172.9% | $6,407+236.4% |
| Admin fee / account holder | $3,396 | $14,344-76.3% | $13,129-74.1% | $12,270-72.3% |