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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 | $773,525 | $148,629+420.4% | $135,982+468.8% | $139,487+454.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.09% | 79.33%-65.2pp | 68.32%-54.2pp | 373.84%-359.8pp |
| Employer contribution / active EE | $1,046 | $5,247-80.1% | $4,859-78.5% | $4,755-78.0% |
| Participant deferral / active EE | $20,000 | $8,102+146.8% | $7,760+157.7% | $6,713+197.9% |
| Admin fee / account holder | $32,028 | $12,406+158.2% | $10,767+197.5% | $11,407+180.8% |