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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 | $523,805 | $115,903+351.9% | $100,528+421.1% | $158,966+229.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 13.62% | 34.80%-21.2pp | 30.90%-17.3pp | 302.95%-289.3pp |
| Employer contribution / active EE | $20,771 | $4,105+406.0% | $3,419+507.6% | $4,762+336.1% |
| Participant deferral / active EE | $3,764 | $6,677-43.6% | $6,271-40.0% | $5,983-37.1% |
| Admin fee / account holder | $1,787 | $11,000-83.8% | $8,084-77.9% | $11,250-84.1% |