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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 | $659,497 | $114,119+477.9% | $107,187+515.3% | $138,895+374.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 14.11% | 273.21%-259.1pp | 204.55%-190.4pp | 145.39%-131.3pp |
| Employer contribution / active EE | $6,141 | $4,059+51.3% | $3,782+62.4% | $4,194+46.4% |
| Participant deferral / active EE | $17,384 | $5,538+213.9% | $5,096+241.1% | $6,396+171.8% |
| Admin fee / account holder | $755 | $10,024-92.5% | $9,162-91.8% | $12,562-94.0% |