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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 | $185,905+414.3% | $170,057+462.2% | $139,487+585.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 24.17% | 60.56%-36.4pp | 53.42%-29.2pp | 373.84%-349.7pp |
| Employer contribution / active EE | $2,250 | $7,597-70.4% | $6,790-66.9% | $4,755-52.7% |
| Participant deferral / active EE | $20,000 | $11,627+72.0% | $10,411+92.1% | $6,713+197.9% |
| Admin fee / account holder | $4,922 | $15,397-68.0% | $12,826-61.6% | $11,407-56.9% |