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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 | $513,044 | $105,856+384.7% | $90,161+469.0% | $147,586+247.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 15.51% | 37.63%-22.1pp | 34.89%-19.4pp | 578.59%-563.1pp |
| Employer contribution / active EE | $16,049 | $4,126+288.9% | $3,318+383.7% | $4,876+229.1% |
| Participant deferral / active EE | $12,510 | $5,733+118.2% | $5,287+136.6% | $5,439+130.0% |
| Admin fee / account holder | $18,048 | $8,046+124.3% | $5,943+203.7% | $10,886+65.8% |