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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 | $668,256 | $211,239+216.4% | $178,528+274.3% | $145,877+358.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.03% | 30.22%-17.2pp | 27.11%-14.1pp | 551.28%-538.3pp |
| Employer contribution / active EE | $37,225 | $4,570+714.5% | $3,950+842.3% | $4,663+698.3% |
| Participant deferral / active EE | $23,000 | $6,963+230.3% | $6,278+266.3% | $6,691+243.8% |
| Admin fee / account holder | $7,334 | $12,095-39.4% | $10,419-29.6% | $13,402-45.3% |