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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 | $584,864 | $70,366+731.2% | $66,674+777.2% | $138,895+321.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 14.27% | 386.41%-372.1pp | 321.24%-307.0pp | 145.39%-131.1pp |
| Employer contribution / active EE | $16,551 | $2,765+498.6% | $2,620+531.7% | $4,194+294.6% |
| Participant deferral / active EE | $15,613 | $4,374+257.0% | $4,084+282.3% | $6,396+144.1% |
| Admin fee / account holder | $7,208 | $5,262+37.0% | $5,098+41.4% | $12,562-42.6% |