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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 | $785,327 | $172,111+356.3% | $150,298+422.5% | $137,256+472.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 22.20% | 69.37%-47.2pp | 62.79%-40.6pp | 220.34%-198.1pp |
| Employer contribution / active EE | $19,563 | $4,636+322.0% | $4,154+370.9% | $4,156+370.7% |
| Participant deferral / active EE | $16,657 | $6,166+170.2% | $5,453+205.5% | $6,407+160.0% |
| Admin fee / account holder | $1,300 | $16,471-92.1% | $14,116-90.8% | $12,270-89.4% |