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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 | $642,327 | $149,679+329.1% | $117,039+448.8% | $147,586+335.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 13.24% | 19.31%-6.1pp | 18.95%-5.7pp | 578.59%-565.3pp |
| Employer contribution / active EE | $21,628 | $4,937+338.1% | $3,785+471.5% | $4,876+343.5% |
| Participant deferral / active EE | $17,600 | $4,912+258.3% | $3,929+347.9% | $5,439+223.6% |
| Admin fee / account holder | $7,002 | $7,856-10.9% | $5,974+17.2% | $10,886-35.7% |