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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 | $870,877 | $154,228+464.7% | $145,433+498.8% | $137,256+534.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.68% | 74.59%-58.9pp | 66.58%-50.9pp | 220.34%-204.7pp |
| Employer contribution / active EE | $30,050 | $4,804+525.5% | $4,554+559.8% | $4,156+623.1% |
| Participant deferral / active EE | $22,427 | $8,216+173.0% | $7,897+184.0% | $6,407+250.1% |
| Admin fee / account holder | $3,214 | $14,344-77.6% | $13,129-75.5% | $12,270-73.8% |