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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 | $777,667 | $70,366+1005.2% | $66,674+1066.4% | $138,895+459.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 24.44% | 386.41%-362.0pp | 321.24%-296.8pp | 145.39%-121.0pp |
| Employer contribution / active EE | $10,800 | $2,765+290.6% | $2,620+312.2% | $4,194+157.5% |
| Participant deferral / active EE | $27,500 | $4,374+528.7% | $4,084+573.4% | $6,396+329.9% |
| Admin fee / account holder | $21,361 | $5,262+305.9% | $5,098+319.0% | $12,562+70.0% |