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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 | $858,899 | $134,817+537.1% | $123,973+592.8% | $155,188+453.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 8.78% | 515.49%-506.7pp | 388.13%-379.3pp | 148.84%-140.1pp |
| Employer contribution / active EE | $1,960 | $4,425-55.7% | $4,126-52.5% | $4,248-53.9% |
| Participant deferral / active EE | $28,500 | $5,706+399.4% | $5,247+443.2% | $6,531+336.4% |
| Admin fee / account holder | $233,660 | $13,245+1664.1% | $11,799+1880.4% | $14,480+1513.7% |