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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 | $522,188 | $132,310+294.7% | $105,754+393.8% | $273,972+90.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 190.62% | 10.08%+180.5pp | 12.25%+178.4pp | 41.46%+149.2pp |
| Employer contribution / active EE | $15,250 | $4,867+213.4% | $4,079+273.9% | $4,869+213.2% |
| Participant deferral / active EE | $10,500 | $6,233+68.5% | $5,326+97.2% | $5,287+98.6% |
| Admin fee / account holder | $5,647 | $12,036-53.1% | $8,309-32.0% | $10,133-44.3% |