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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 | $514,435 | $124,425+313.5% | $112,040+359.2% | $137,256+274.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 17.02% | 24.72%-7.7pp | 24.52%-7.5pp | 220.34%-203.3pp |
| Employer contribution / active EE | $7,102 | $3,411+108.2% | $2,954+140.4% | $4,156+70.9% |
| Participant deferral / active EE | $23,850 | $5,718+317.1% | $5,098+367.9% | $6,407+272.3% |
| Admin fee / account holder | $183,217 | $15,207+1104.9% | $12,098+1414.4% | $12,270+1393.2% |