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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 | $821,592 | $111,814+634.8% | $103,374+694.8% | $145,959+462.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 22.66% | 24.77%-2.1pp | 24.89%-2.2pp | 561.95%-539.3pp |
| Employer contribution / active EE | $23,694 | $4,214+462.3% | $3,869+512.4% | $4,661+408.4% |
| Participant deferral / active EE | $18,977 | $5,618+237.8% | $5,058+275.2% | $6,689+183.7% |
| Admin fee / account holder | $26,166 | $9,754+168.3% | $8,394+211.7% | $13,398+95.3% |