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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 | $909,873 | $166,242+447.3% | $165,071+451.2% | $145,884+523.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 17.95% | 100.44%-82.5pp | 70.17%-52.2pp | 551.85%-533.9pp |
| Employer contribution / active EE | $19,932 | $5,283+277.3% | $4,347+358.5% | $4,662+327.5% |
| Participant deferral / active EE | $12,899 | $6,964+85.2% | $6,035+113.7% | $6,690+92.8% |
| Admin fee / account holder | $13,313 | $16,658-20.1% | $12,695+4.9% | $13,392-0.6% |