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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 | $211,239+215.8% | $178,528+273.6% | $145,877+357.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.09% | 30.22%-18.1pp | 27.11%-15.0pp | 551.28%-539.2pp |
| Employer contribution / active EE | $16,780 | $4,570+267.2% | $3,950+324.8% | $4,663+259.9% |
| Participant deferral / active EE | $15,057 | $6,963+116.3% | $6,278+139.8% | $6,691+125.0% |
| Admin fee / account holder | $2,973 | $12,095-75.4% | $10,419-71.5% | $13,402-77.8% |