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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 | $630,867 | $110,379+471.5% | $102,412+516.0% | $145,884+332.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 33.78% | 24.84%+8.9pp | 24.94%+8.8pp | 551.85%-518.1pp |
| Employer contribution / active EE | $19,372 | $4,216+359.5% | $3,870+400.6% | $4,662+315.5% |
| Participant deferral / active EE | $11,652 | $5,622+107.3% | $5,060+130.3% | $6,690+74.2% |
| Admin fee / account holder | $6,571 | $9,745-32.6% | $8,388-21.7% | $13,392-50.9% |