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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 | $622,904 | $210,698+195.6% | $178,014+249.9% | $145,959+326.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.50% | 386.27%-374.8pp | 294.80%-283.3pp | 561.95%-550.5pp |
| Employer contribution / active EE | $2,236 | $4,567-51.0% | $3,950-43.4% | $4,661-52.0% |
| Participant deferral / active EE | $15,333 | $6,958+120.4% | $6,276+144.3% | $6,689+129.2% |
| Admin fee / account holder | $27,423 | $12,016+128.2% | $10,362+164.7% | $13,398+104.7% |