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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 | $925,322 | $114,119+710.8% | $107,187+763.3% | $138,895+566.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 12.31% | 273.21%-260.9pp | 204.55%-192.2pp | 145.39%-133.1pp |
| Employer contribution / active EE | $25,577 | $4,059+530.2% | $3,782+576.2% | $4,194+509.8% |
| Participant deferral / active EE | $30,491 | $5,538+450.6% | $5,096+498.3% | $6,396+376.7% |
| Admin fee / account holder | $461 | $10,024-95.4% | $9,162-95.0% | $12,562-96.3% |