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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 | $806,348 | $228,395+253.0% | $185,861+333.8% | $158,982+407.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 18.96% | 40.82%-21.9pp | 35.96%-17.0pp | 302.99%-284.0pp |
| Employer contribution / active EE | $25,590 | $4,968+415.1% | $4,088+526.0% | $4,763+437.3% |
| Participant deferral / active EE | $19,600 | $6,417+205.4% | $5,634+247.9% | $5,983+227.6% |
| Admin fee / account holder | $105,596 | $11,869+789.7% | $9,503+1011.1% | $11,252+838.5% |