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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 | $1,204,354 | $103,392+1064.8% | $87,104+1282.7% | $152,897+687.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 14.86% | 28.10%-13.2pp | 28.19%-13.3pp | 345.43%-330.6pp |
| Employer contribution / active EE | $21,625 | $3,221+571.4% | $2,521+757.7% | $4,764+354.0% |
| Participant deferral / active EE | $18,500 | $4,778+287.2% | $4,048+357.0% | $5,851+216.2% |
| Admin fee / account holder | $30,467 | $12,194+149.9% | $7,491+306.7% | $11,599+162.7% |