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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 | $963,642 | $185,312+420.0% | $161,489+496.7% | $154,746+522.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 19.00% | 103.84%-84.8pp | 89.72%-70.7pp | 172.34%-153.3pp |
| Employer contribution / active EE | $3,089 | $4,769-35.2% | $4,268-27.6% | $4,379-29.5% |
| Participant deferral / active EE | $21,385 | $6,350+236.8% | $5,630+279.8% | $6,730+217.7% |
| Admin fee / account holder | $652 | $18,654-96.5% | $16,006-95.9% | $14,365-95.5% |