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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 | $653,890 | $181,062+261.1% | $158,223+313.3% | $155,188+321.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 13.12% | 57.39%-44.3pp | 52.09%-39.0pp | 148.84%-135.7pp |
| Employer contribution / active EE | $27,677 | $4,565+506.3% | $4,109+573.6% | $4,248+551.6% |
| Participant deferral / active EE | $32,946 | $6,134+437.1% | $5,467+502.6% | $6,531+404.4% |
| Admin fee / account holder | $9,550 | $18,825-49.3% | $16,047-40.5% | $14,480-34.0% |