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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 | $963,678 | $181,062+432.2% | $158,223+509.1% | $155,188+521.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 12.73% | 57.39%-44.7pp | 52.09%-39.4pp | 148.84%-136.1pp |
| Employer contribution / active EE | $44,792 | $4,565+881.3% | $4,109+990.1% | $4,248+954.5% |
| Participant deferral / active EE | $22,179 | $6,134+261.6% | $5,467+305.7% | $6,531+239.6% |
| Admin fee / account holder | $3,201 | $18,825-83.0% | $16,047-80.1% | $14,480-77.9% |