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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 | $465,908 | $211,239+120.6% | $178,528+161.0% | $145,877+219.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.66% | 30.22%-20.6pp | 27.11%-17.5pp | 551.28%-541.6pp |
| Employer contribution / active EE | $17,462 | $4,570+282.1% | $3,950+342.0% | $4,663+274.5% |
| Participant deferral / active EE | $20,333 | $6,963+192.0% | $6,278+223.9% | $6,691+203.9% |
| Admin fee / account holder | $3,881 | $12,095-67.9% | $10,419-62.8% | $13,402-71.0% |