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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 | $967,173 | $111,814+765.0% | $103,374+835.6% | $145,959+562.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.90% | 24.77%-13.9pp | 24.89%-14.0pp | 561.95%-551.0pp |
| Employer contribution / active EE | $12,507 | $4,214+196.8% | $3,869+223.2% | $4,661+168.3% |
| Participant deferral / active EE | $12,730 | $5,618+126.6% | $5,058+151.7% | $6,689+90.3% |
| Admin fee / account holder | $3,220 | $9,754-67.0% | $8,394-61.6% | $13,398-76.0% |