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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 | $929,170 | $115,917+701.6% | $100,535+824.2% | $158,982+484.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 18.88% | 34.80%-15.9pp | 30.90%-12.0pp | 302.99%-284.1pp |
| Employer contribution / active EE | $22,876 | $4,105+457.2% | $3,419+569.2% | $4,763+380.3% |
| Participant deferral / active EE | $19,417 | $6,677+190.8% | $6,271+209.6% | $5,983+224.5% |
| Admin fee / account holder | $27,082 | $11,002+146.2% | $8,085+235.0% | $11,252+140.7% |