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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 | $211,224+194.9% | $178,505+249.0% | $145,897+326.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.50% | 30.28%-18.8pp | 27.16%-15.7pp | 552.29%-540.8pp |
| Employer contribution / active EE | $2,236 | $4,577-51.1% | $3,955-43.5% | $4,663-52.0% |
| Participant deferral / active EE | $15,333 | $6,966+120.1% | $6,280+144.1% | $6,689+129.2% |
| Admin fee / account holder | $27,423 | $12,109+126.5% | $10,428+163.0% | $13,390+104.8% |