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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 | $491,110 | $166,242+195.4% | $165,071+197.5% | $145,884+236.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 18.08% | 100.44%-82.4pp | 70.17%-52.1pp | 551.85%-533.8pp |
| Employer contribution / active EE | $15,864 | $5,283+200.3% | $4,347+264.9% | $4,662+240.3% |
| Participant deferral / active EE | $2,745 | $6,964-60.6% | $6,035-54.5% | $6,690-59.0% |
| Admin fee / account holder | $1,813 | $16,658-89.1% | $12,695-85.7% | $13,392-86.5% |