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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 | $860,033 | $154,209+457.7% | $130,062+561.2% | $139,487+516.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 36.18% | 32.52%+3.7pp | -137.37%+173.6pp | 373.84%-337.7pp |
| Employer contribution / active EE | $27,219 | $5,292+414.3% | $4,322+529.8% | $4,755+472.5% |
| Participant deferral / active EE | $19,200 | $6,709+186.2% | $5,821+229.9% | $6,713+186.0% |
| Admin fee / account holder | $17,932 | $13,988+28.2% | $10,601+69.2% | $11,407+57.2% |