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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 | $561,465 | $114,119+392.0% | $107,187+423.8% | $138,895+304.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 16.95% | 273.21%-256.3pp | 204.55%-187.6pp | 145.39%-128.4pp |
| Employer contribution / active EE | $42,477 | $4,059+946.6% | $3,782+1023.1% | $4,194+912.8% |
| Participant deferral / active EE | $5,338 | $5,538-3.6% | $5,096+4.7% | $6,396-16.5% |
| Admin fee / account holder | $19,833 | $10,024+97.9% | $9,162+116.5% | $12,562+57.9% |