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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 | $522,725 | $110,379+373.6% | $102,412+410.4% | $145,884+258.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.49% | 24.84%-10.4pp | 24.94%-10.5pp | 551.85%-537.4pp |
| Employer contribution / active EE | $34,193 | $4,216+711.0% | $3,870+783.6% | $4,662+633.4% |
| Participant deferral / active EE | $14,790 | $5,622+163.1% | $5,060+192.3% | $6,690+121.1% |
| Admin fee / account holder | $4,244 | $9,745-56.5% | $8,388-49.4% | $13,392-68.3% |