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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 | $683,706 | $172,111+297.2% | $150,298+354.9% | $137,256+398.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.86% | 69.37%-53.5pp | 62.79%-46.9pp | 220.34%-204.5pp |
| Employer contribution / active EE | $44,263 | $4,636+854.7% | $4,154+965.5% | $4,156+965.0% |
| Participant deferral / active EE | $25,107 | $6,166+307.2% | $5,453+360.5% | $6,407+291.9% |
| Admin fee / account holder | $5,307 | $16,471-67.8% | $14,116-62.4% | $12,270-56.8% |