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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 | $485,800 | $185,883+161.3% | $170,043+185.7% | $139,466+248.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.14% | 60.54%-45.4pp | 53.40%-38.3pp | 373.66%-358.5pp |
| Employer contribution / active EE | $10,642 | $7,596+40.1% | $6,790+56.7% | $4,754+123.9% |
| Participant deferral / active EE | $10,270 | $11,626-11.7% | $10,410-1.3% | $6,712+53.0% |
| Admin fee / account holder | $2,089 | $15,393-86.4% | $12,824-83.7% | $11,409-81.7% |