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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 | $532,455 | $125,797+323.3% | $170,057+213.1% | $75,177+608.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 25.70% | 27.20%-1.5pp | 53.42%-27.7pp | 160.75%-135.0pp |
| Employer contribution / active EE | $16,523 | $4,616+257.9% | $6,790+143.3% | $2,671+518.6% |
| Participant deferral / active EE | $16,943 | $6,838+147.8% | $10,411+62.7% | $4,126+310.6% |
| Admin fee / account holder | $2,500 | $8,177-69.4% | $12,826-80.5% | $5,651-55.8% |