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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 | $761,999 | $124,425+512.4% | $112,040+580.1% | $137,256+455.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 17.82% | 24.72%-6.9pp | 24.52%-6.7pp | 220.34%-202.5pp |
| Employer contribution / active EE | $15,605 | $3,411+357.4% | $2,954+428.3% | $4,156+275.5% |
| Participant deferral / active EE | $11,824 | $5,718+106.8% | $5,098+132.0% | $6,407+84.6% |
| Admin fee / account holder | $22,770 | $15,207+49.7% | $12,098+88.2% | $12,270+85.6% |