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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 | $526,012 | $211,239+149.0% | $178,528+194.6% | $145,877+260.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.90% | 30.22%-15.3pp | 27.11%-12.2pp | 551.28%-536.4pp |
| Employer contribution / active EE | $14,550 | $4,570+218.4% | $3,950+268.3% | $4,663+212.0% |
| Participant deferral / active EE | $12,576 | $6,963+80.6% | $6,278+100.3% | $6,691+88.0% |
| Admin fee / account holder | $1,179 | $12,095-90.2% | $10,419-88.7% | $13,402-91.2% |