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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 | $569,177 | $165,381+244.2% | $149,730+280.1% | $158,966+258.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.78% | 348.29%-332.5pp | 276.70%-260.9pp | 302.95%-287.2pp |
| Employer contribution / active EE | $2,689 | $5,104-47.3% | $4,645-42.1% | $4,762-43.5% |
| Participant deferral / active EE | $23,667 | $7,182+229.5% | $6,843+245.9% | $5,983+295.6% |
| Admin fee / account holder | $36,064 | $10,809+233.6% | $9,310+287.3% | $11,250+220.6% |