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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 | $951,285 | $92,798+925.1% | $96,707+883.7% | $137,256+593.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 80.4%+19.6pp | 80.0%+20.0pp |
| Annual return | 17.07% | 31.24%-14.2pp | 34.78%-17.7pp | 220.34%-203.3pp |
| Employer contribution / active EE | $24,469 | $4,147+490.0% | $4,191+483.8% | $4,156+488.8% |
| Participant deferral / active EE | $17,500 | $5,877+197.8% | $5,997+191.8% | $6,407+173.1% |
| Admin fee / account holder | $6,940 | $7,946-12.7% | $7,503-7.5% | $12,270-43.4% |