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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 | $684,496 | $154,193+343.9% | $130,045+426.4% | $139,466+390.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 19.98% | 32.51%-12.5pp | -137.30%+157.3pp | 373.66%-353.7pp |
| Employer contribution / active EE | $18,787 | $5,292+255.0% | $4,321+334.8% | $4,754+295.2% |
| Participant deferral / active EE | $18,681 | $6,709+178.5% | $5,820+221.0% | $6,712+178.3% |
| Admin fee / account holder | $11,998 | $13,989-14.2% | $10,600+13.2% | $11,409+5.2% |