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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 | $798,174 | $172,111+363.8% | $150,298+431.1% | $137,256+481.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 21.23% | 69.37%-48.1pp | 62.79%-41.6pp | 220.34%-199.1pp |
| Employer contribution / active EE | $19,629 | $4,636+323.4% | $4,154+372.5% | $4,156+372.3% |
| Participant deferral / active EE | $11,294 | $6,166+83.2% | $5,453+107.1% | $6,407+76.3% |
| Admin fee / account holder | $1,900 | $16,471-88.5% | $14,116-86.5% | $12,270-84.5% |