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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 | $515,238 | $148,582+246.8% | $135,942+279.0% | $139,456+269.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 23.12% | 79.26%-56.1pp | 68.28%-45.2pp | 373.45%-350.3pp |
| Employer contribution / active EE | $3,647 | $5,245-30.5% | $4,858-24.9% | $4,753-23.3% |
| Participant deferral / active EE | $22,819 | $8,101+181.7% | $7,759+194.1% | $6,711+240.0% |
| Admin fee / account holder | $157,826 | $12,402+1172.6% | $10,764+1366.2% | $11,407+1283.6% |