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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 | $988,828 | $181,062+446.1% | $158,223+525.0% | $155,188+537.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 13.63% | 57.39%-43.8pp | 52.09%-38.5pp | 148.84%-135.2pp |
| Employer contribution / active EE | $24,689 | $4,565+440.9% | $4,109+500.9% | $4,248+481.2% |
| Participant deferral / active EE | $14,038 | $6,134+128.8% | $5,467+156.8% | $6,531+114.9% |
| Admin fee / account holder | $6,769 | $18,825-64.0% | $16,047-57.8% | $14,480-53.3% |