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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 | $559,450 | $69,118+709.4% | $53,647+942.8% | $138,895+302.8% |
| Participation rate | 100.0% | 64.0%+36.0pp | 56.3%+43.7pp | 79.9%+20.1pp |
| Annual return | 27.95% | 248.26%-220.3pp | 358.33%-330.4pp | 145.39%-117.4pp |
| Employer contribution / active EE | $18,127 | $1,189+1423.9% | $962+1784.2% | $4,194+332.2% |
| Participant deferral / active EE | $18,264 | $2,274+703.1% | $1,813+907.3% | $6,396+185.5% |
| Admin fee / account holder | $1,373 | $2,724-49.6% | $2,460-44.2% | $12,562-89.1% |