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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 | $825,067 | $172,111+379.4% | $150,298+449.0% | $137,256+501.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 12.77% | 69.37%-56.6pp | 62.79%-50.0pp | 220.34%-207.6pp |
| Employer contribution / active EE | $12,973 | $4,636+179.8% | $4,154+212.3% | $4,156+212.2% |
| Participant deferral / active EE | $4,445 | $6,166-27.9% | $5,453-18.5% | $6,407-30.6% |
| Admin fee / account holder | $4,108 | $16,471-75.1% | $14,116-70.9% | $12,270-66.5% |