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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 | $860,010 | $110,337+679.4% | $102,383+740.0% | $145,877+489.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.59% | 24.83%-13.2pp | 24.94%-13.3pp | 551.28%-539.7pp |
| Employer contribution / active EE | $20,729 | $4,216+391.7% | $3,870+435.6% | $4,663+344.6% |
| Participant deferral / active EE | $21,310 | $5,621+279.1% | $5,060+321.2% | $6,691+218.5% |
| Admin fee / account holder | $6,187 | $9,750-36.5% | $8,391-26.3% | $13,402-53.8% |