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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 | $564,675 | $158,393+256.5% | $143,412+293.7% | $155,188+263.9% |
| Participation rate | 100.0% | 79.7%+20.3pp | 78.5%+21.5pp | 80.8%+19.2pp |
| Annual return | 5.27% | 324.22%-319.0pp | 256.99%-251.7pp | 148.84%-143.6pp |
| Employer contribution / active EE | $8,900 | $3,911+127.5% | $3,748+137.5% | $4,248+109.5% |
| Participant deferral / active EE | $24,986 | $7,193+247.4% | $6,816+266.6% | $6,531+282.6% |
| Admin fee / account holder | $316,191 | $12,964+2339.0% | $11,396+2674.5% | $14,480+2083.7% |