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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 | $812,229 | $275,752+194.6% | $256,809+216.3% | $198,609+309.0% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 10.35% | 34.81%-24.5pp | 32.73%-22.4pp | 202.70%-192.3pp |
| Employer contribution / active EE | $18,911 | $7,721+144.9% | $7,263+160.4% | $5,055+274.1% |
| Participant deferral / active EE | $16,315 | $10,037+62.5% | $9,520+71.4% | $6,977+133.8% |
| Admin fee / account holder | $365,135 | $25,716+1319.9% | $25,146+1352.0% | $19,030+1818.7% |