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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 | $909,158 | $172,111+428.2% | $150,298+504.9% | $137,256+562.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 17.27% | 69.37%-52.1pp | 62.79%-45.5pp | 220.34%-203.1pp |
| Employer contribution / active EE | $19,540 | $4,636+321.5% | $4,154+370.4% | $4,156+370.2% |
| Participant deferral / active EE | $12,644 | $6,166+105.1% | $5,453+131.9% | $6,407+97.4% |
| Admin fee / account holder | $884 | $16,471-94.6% | $14,116-93.7% | $12,270-92.8% |