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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 | $848,451 | $110,379+668.7% | $102,412+728.5% | $145,884+481.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 20.29% | 24.84%-4.6pp | 24.94%-4.7pp | 551.85%-531.6pp |
| Employer contribution / active EE | $9,824 | $4,216+133.0% | $3,870+153.9% | $4,662+110.7% |
| Participant deferral / active EE | $5,003 | $5,622-11.0% | $5,060-1.1% | $6,690-25.2% |
| Admin fee / account holder | $49,784 | $9,745+410.9% | $8,388+493.5% | $13,392+271.7% |