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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 | $900,672 | $106,236+747.8% | $96,496+833.4% | $139,427+546.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 18.75% | 38.43%-19.7pp | 35.70%-17.0pp | 373.27%-354.5pp |
| Employer contribution / active EE | $23,588 | $4,104+474.8% | $3,738+531.1% | $4,752+396.4% |
| Participant deferral / active EE | $6,969 | $5,455+27.8% | $4,879+42.8% | $6,711+3.8% |
| Admin fee / account holder | $10,529 | $7,879+33.6% | $6,731+56.4% | $11,404-7.7% |