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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 | $667,045 | $211,224+215.8% | $178,505+273.7% | $145,897+357.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.09% | 30.28%-18.2pp | 27.16%-15.1pp | 552.29%-540.2pp |
| Employer contribution / active EE | $16,780 | $4,577+266.6% | $3,955+324.3% | $4,663+259.9% |
| Participant deferral / active EE | $15,057 | $6,966+116.2% | $6,280+139.7% | $6,689+125.1% |
| Admin fee / account holder | $2,973 | $12,109-75.4% | $10,428-71.5% | $13,390-77.8% |