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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 | $619,969 | $127,386+386.7% | $115,037+438.9% | $125,388+394.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.78% | 31.28%-30.5pp | 26.14%-25.4pp | 282.24%-281.5pp |
| Employer contribution / active EE | $17,622 | $5,166+241.1% | $4,608+282.4% | $4,866+262.1% |
| Participant deferral / active EE | $6,097 | $6,423-5.1% | $6,026+1.2% | $5,352+13.9% |
| Admin fee / account holder | $11,413 | $9,516+19.9% | $8,175+39.6% | $9,541+19.6% |