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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 | $485,032 | $100,805+381.2% | $86,698+459.4% | $134,532+260.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | 6.50% | 29.09%-22.6pp | 35.95%-29.5pp | 418.27%-411.8pp |
| Employer contribution / active EE | $10,823 | $3,490+210.1% | $2,837+281.5% | $4,741+128.3% |
| Participant deferral / active EE | $9,834 | $5,339+84.2% | $4,656+111.2% | $6,401+53.6% |
| Admin fee / account holder | $25,041 | $10,925+129.2% | $7,493+234.2% | $11,429+119.1% |