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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 | $1,215,097 | $103,393+1075.2% | $87,103+1295.0% | $152,909+694.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 20.38% | 28.10%-7.7pp | 28.19%-7.8pp | 345.46%-325.1pp |
| Employer contribution / active EE | $6,160 | $3,221+91.2% | $2,521+144.3% | $4,764+29.3% |
| Participant deferral / active EE | $25,000 | $4,778+423.2% | $4,049+517.5% | $5,851+327.3% |
| Admin fee / account holder | $73,665 | $12,195+504.1% | $7,491+883.3% | $11,601+535.0% |