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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 | $768,605 | $165,399+364.7% | $149,745+413.3% | $158,982+383.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.94% | 348.34%-331.4pp | 276.72%-259.8pp | 302.99%-286.0pp |
| Employer contribution / active EE | $2,899 | $5,105-43.2% | $4,646-37.6% | $4,763-39.1% |
| Participant deferral / active EE | $10,582 | $7,183+47.3% | $6,843+54.6% | $5,983+76.8% |
| Admin fee / account holder | $145,755 | $10,811+1248.2% | $9,312+1465.3% | $11,252+1195.4% |