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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 | $623,891 | $106,247+487.2% | $96,515+546.4% | $139,466+347.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.12% | 38.47%-24.3pp | 35.73%-21.6pp | 373.66%-359.5pp |
| Employer contribution / active EE | $17,878 | $4,106+335.4% | $3,740+378.1% | $4,754+276.1% |
| Participant deferral / active EE | $12,364 | $5,456+126.6% | $4,880+153.4% | $6,712+84.2% |
| Admin fee / account holder | $2,283 | $7,885-71.0% | $6,735-66.1% | $11,409-80.0% |