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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 | $781,385 | $165,381+372.5% | $149,730+421.9% | $158,966+391.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.41% | 348.29%-327.9pp | 276.70%-256.3pp | 302.95%-282.5pp |
| Employer contribution / active EE | $6,625 | $5,104+29.8% | $4,645+42.6% | $4,762+39.1% |
| Participant deferral / active EE | $15,075 | $7,182+109.9% | $6,843+120.3% | $5,983+152.0% |
| Admin fee / account holder | $200,475 | $10,809+1754.6% | $9,310+2053.2% | $11,250+1682.0% |