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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 | $625,907 | $110,379+467.1% | $102,412+511.2% | $145,884+329.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.32% | 24.84%-8.5pp | 24.94%-8.6pp | 551.85%-535.5pp |
| Employer contribution / active EE | $22,889 | $4,216+442.9% | $3,870+491.5% | $4,662+390.9% |
| Participant deferral / active EE | $16,370 | $5,622+191.2% | $5,060+223.5% | $6,690+144.7% |
| Admin fee / account holder | $1,937 | $9,745-80.1% | $8,388-76.9% | $13,392-85.5% |