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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 | $931,169 | $100,147+829.8% | $81,286+1045.5% | $145,877+538.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 17.32% | 34.44%-17.1pp | 24.80%-7.5pp | 551.28%-534.0pp |
| Employer contribution / active EE | $1,276 | $2,977-57.2% | $2,463-48.2% | $4,663-72.6% |
| Participant deferral / active EE | $12,012 | $4,607+160.7% | $3,883+209.3% | $6,691+79.5% |
| Admin fee / account holder | $8,030 | $8,201-2.1% | $5,764+39.3% | $13,402-40.1% |