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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 | $956,040 | $185,830+414.5% | $170,004+462.4% | $139,427+585.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 24.17% | 60.52%-36.3pp | 53.39%-29.2pp | 373.27%-349.1pp |
| Employer contribution / active EE | $2,250 | $7,591-70.4% | $6,786-66.8% | $4,752-52.6% |
| Participant deferral / active EE | $20,000 | $11,622+72.1% | $10,408+92.2% | $6,711+198.0% |
| Admin fee / account holder | $4,922 | $15,381-68.0% | $12,816-61.6% | $11,404-56.8% |