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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 | $591,066 | $110,379+435.5% | $102,412+477.1% | $145,884+305.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.91% | 24.84%-12.9pp | 24.94%-13.0pp | 551.85%-539.9pp |
| Employer contribution / active EE | $20,487 | $4,216+385.9% | $3,870+429.4% | $4,662+339.4% |
| Participant deferral / active EE | $12,853 | $5,622+128.6% | $5,060+154.0% | $6,690+92.1% |
| Admin fee / account holder | $153,467 | $9,745+1474.9% | $8,388+1729.7% | $13,392+1046.0% |