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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 | $793,920 | $124,425+538.1% | $112,040+608.6% | $137,256+478.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 16.48% | 24.72%-8.2pp | 24.52%-8.0pp | 220.34%-203.9pp |
| Employer contribution / active EE | $17,522 | $3,411+413.6% | $2,954+493.2% | $4,156+321.6% |
| Participant deferral / active EE | $24,276 | $5,718+324.5% | $5,098+376.2% | $6,407+278.9% |
| Admin fee / account holder | $1,788 | $15,207-88.2% | $12,098-85.2% | $12,270-85.4% |