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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 | $102,609+798.5% | $98,090+839.9% | $138,895+563.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 13.36% | 36.44%-23.1pp | 37.05%-23.7pp | 145.39%-132.0pp |
| Employer contribution / active EE | $21,760 | $3,867+462.7% | $3,606+503.4% | $4,194+418.8% |
| Participant deferral / active EE | $14,034 | $8,167+71.8% | $7,845+78.9% | $6,396+119.4% |
| Admin fee / account holder | $19,671 | $11,434+72.0% | $11,815+66.5% | $12,562+56.6% |