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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 | $768,017 | $110,410+595.6% | $102,437+649.7% | $145,897+426.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.38% | 24.85%-10.5pp | 24.95%-10.6pp | 552.29%-537.9pp |
| Employer contribution / active EE | $18,445 | $4,217+337.4% | $3,871+376.5% | $4,663+295.6% |
| Participant deferral / active EE | $11,033 | $5,622+96.3% | $5,060+118.0% | $6,689+64.9% |
| Admin fee / account holder | $25,254 | $9,745+159.1% | $8,388+201.1% | $13,390+88.6% |