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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 | $581,881 | $185,312+214.0% | $161,489+260.3% | $154,746+276.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 11.05% | 103.84%-92.8pp | 89.72%-78.7pp | 172.34%-161.3pp |
| Employer contribution / active EE | $45,100 | $4,769+845.7% | $4,268+956.6% | $4,379+929.9% |
| Participant deferral / active EE | $23,167 | $6,350+264.8% | $5,630+311.5% | $6,730+244.2% |
| Admin fee / account holder | $4,553 | $18,654-75.6% | $16,006-71.6% | $14,365-68.3% |