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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 | $576,794 | $110,337+422.8% | $102,383+463.4% | $145,877+295.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.33% | 24.83%-14.5pp | 24.94%-14.6pp | 551.28%-540.9pp |
| Employer contribution / active EE | $24,085 | $4,216+471.3% | $3,870+522.3% | $4,663+416.5% |
| Participant deferral / active EE | $15,710 | $5,621+179.5% | $5,060+210.5% | $6,691+134.8% |
| Admin fee / account holder | $6,139 | $9,750-37.0% | $8,391-26.8% | $13,402-54.2% |