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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 | $478,036 | $111,814+327.5% | $103,378+362.4% | $145,978+227.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.53% | 24.80%-11.3pp | 24.91%-11.4pp | 550.52%-537.0pp |
| Employer contribution / active EE | $24,979 | $4,215+492.6% | $3,870+545.4% | $4,662+435.8% |
| Participant deferral / active EE | $9,491 | $5,618+68.9% | $5,058+87.6% | $6,690+41.9% |
| Admin fee / account holder | $19,871 | $9,764+103.5% | $8,401+136.5% | $13,400+48.3% |