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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 | $669,049 | $198,457+237.1% | $170,435+292.6% | $147,586+353.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.35% | 257.30%-244.0pp | 205.94%-192.6pp | 578.59%-565.2pp |
| Employer contribution / active EE | $2,632 | $6,183-57.4% | $5,432-51.6% | $4,876-46.0% |
| Participant deferral / active EE | $12,013 | $5,629+113.4% | $4,939+143.2% | $5,439+120.9% |
| Admin fee / account holder | $29,355 | $16,852+74.2% | $13,881+111.5% | $10,886+169.7% |