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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 | $819,277 | $211,239+287.8% | $178,528+358.9% | $145,877+461.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.78% | 30.22%-14.4pp | 27.11%-11.3pp | 551.28%-535.5pp |
| Employer contribution / active EE | $30,628 | $4,570+570.2% | $3,950+675.3% | $4,663+556.8% |
| Participant deferral / active EE | $16,623 | $6,963+138.7% | $6,278+164.8% | $6,691+148.5% |
| Admin fee / account holder | $5,775 | $12,095-52.2% | $10,419-44.6% | $13,402-56.9% |