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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 | $923,440 | $154,228+498.8% | $145,433+535.0% | $137,256+572.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.26% | 74.59%-57.3pp | 66.58%-49.3pp | 220.34%-203.1pp |
| Employer contribution / active EE | $16,937 | $4,804+252.6% | $4,554+271.9% | $4,156+307.5% |
| Participant deferral / active EE | $27,625 | $8,216+236.2% | $7,897+249.8% | $6,407+331.2% |
| Admin fee / account holder | $8,051 | $14,344-43.9% | $13,129-38.7% | $12,270-34.4% |