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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 | $651,281 | $110,379+490.0% | $102,412+535.9% | $145,884+346.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.54% | 24.84%-13.3pp | 24.94%-13.4pp | 551.85%-540.3pp |
| Employer contribution / active EE | $19,976 | $4,216+373.8% | $3,870+416.2% | $4,662+328.5% |
| Participant deferral / active EE | $18,610 | $5,622+231.0% | $5,060+267.8% | $6,690+178.2% |
| Admin fee / account holder | $14,865 | $9,745+52.5% | $8,388+77.2% | $13,392+11.0% |