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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 | $596,752 | $167,483+256.3% | $115,752+415.5% | $147,585+304.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 82.8%+17.2pp |
| Annual return | 18.61% | 12.11%+6.5pp | 19.41%-0.8pp | 578.58%-560.0pp |
| Employer contribution / active EE | $9,637 | $4,960+94.3% | $3,492+175.9% | $4,876+97.6% |
| Participant deferral / active EE | $14,315 | $7,037+103.4% | $5,204+175.1% | $5,439+163.2% |
| Admin fee / account holder | $19,451 | $13,069+48.8% | $6,278+209.8% | $10,886+78.7% |