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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 | $924,975 | $174,379+430.4% | $152,093+508.2% | $138,895+566.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 15.28% | 74.86%-59.6pp | 66.36%-51.1pp | 145.39%-130.1pp |
| Employer contribution / active EE | $46,500 | $4,652+899.6% | $4,175+1013.9% | $4,194+1008.7% |
| Participant deferral / active EE | $31,000 | $6,159+403.3% | $5,451+468.7% | $6,396+384.7% |
| Admin fee / account holder | $7,422 | $16,880-56.0% | $14,497-48.8% | $12,562-40.9% |