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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 | $894,073 | $183,516+387.2% | $155,534+474.8% | $145,884+512.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 25.43% | 61.43%-36.0pp | 64.92%-39.5pp | 551.85%-526.4pp |
| Employer contribution / active EE | $44,242 | $5,315+732.5% | $4,675+846.4% | $4,662+848.9% |
| Participant deferral / active EE | $21,400 | $6,467+230.9% | $5,630+280.1% | $6,690+219.9% |
| Admin fee / account holder | $6,795 | $19,293-64.8% | $15,900-57.3% | $13,392-49.3% |