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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 | $921,977 | $100,970+813.1% | $96,576+854.7% | $137,256+571.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 13.36% | 38.16%-24.8pp | 38.47%-25.1pp | 220.34%-207.0pp |
| Employer contribution / active EE | $21,760 | $3,809+471.2% | $3,553+512.4% | $4,156+423.6% |
| Participant deferral / active EE | $14,034 | $8,286+69.4% | $7,956+76.4% | $6,407+119.0% |
| Admin fee / account holder | $19,671 | $11,312+73.9% | $11,381+72.8% | $12,270+60.3% |