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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 | $172,111+459.9% | $150,298+541.2% | $137,256+602.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 19.00% | 69.37%-50.4pp | 62.79%-43.8pp | 220.34%-201.3pp |
| Employer contribution / active EE | $3,089 | $4,636-33.4% | $4,154-25.6% | $4,156-25.7% |
| Participant deferral / active EE | $21,385 | $6,166+246.8% | $5,453+292.2% | $6,407+233.8% |
| Admin fee / account holder | $652 | $16,471-96.0% | $14,116-95.4% | $12,270-94.7% |