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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 | $584,625 | $211,288+176.7% | $178,540+227.4% | $145,884+300.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.98% | 30.27%-21.3pp | 27.15%-18.2pp | 551.85%-542.9pp |
| Employer contribution / active EE | $24,528 | $4,574+436.3% | $3,953+520.5% | $4,662+426.1% |
| Participant deferral / active EE | $23,125 | $6,967+231.9% | $6,281+268.2% | $6,690+245.7% |
| Admin fee / account holder | $6,922 | $12,105-42.8% | $10,424-33.6% | $13,392-48.3% |