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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 | $626,026 | $185,856+236.8% | $170,028+268.2% | $139,456+348.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.34% | 60.52%-43.2pp | 53.39%-36.1pp | 373.45%-356.1pp |
| Employer contribution / active EE | $1,627 | $7,593-78.6% | $6,788-76.0% | $4,753-65.8% |
| Participant deferral / active EE | $13,125 | $11,623+12.9% | $10,409+26.1% | $6,711+95.6% |
| Admin fee / account holder | $556 | $15,387-96.4% | $12,820-95.7% | $11,407-95.1% |