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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 | $985,733 | $211,288+366.5% | $178,540+452.1% | $145,884+575.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.76% | 30.27%-20.5pp | 27.15%-17.4pp | 551.85%-542.1pp |
| Employer contribution / active EE | $990 | $4,574-78.4% | $3,953-75.0% | $4,662-78.8% |
| Participant deferral / active EE | $16,035 | $6,967+130.2% | $6,281+155.3% | $6,690+139.7% |
| Admin fee / account holder | $266,405 | $12,105+2100.7% | $10,424+2455.6% | $13,392+1889.3% |