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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 | $106,280+747.5% | $96,538+833.0% | $139,487+545.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 18.75% | 38.48%-19.7pp | 35.74%-17.0pp | 373.84%-355.1pp |
| Employer contribution / active EE | $23,588 | $4,107+474.3% | $3,740+530.7% | $4,755+396.1% |
| Participant deferral / active EE | $6,969 | $5,457+27.7% | $4,880+42.8% | $6,713+3.8% |
| Admin fee / account holder | $10,529 | $7,888+33.5% | $6,737+56.3% | $11,407-7.7% |