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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 | $513,285 | $115,917+342.8% | $100,535+410.6% | $158,982+222.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 21.37% | 34.80%-13.4pp | 30.90%-9.5pp | 302.99%-281.6pp |
| Employer contribution / active EE | $17,100 | $4,105+316.5% | $3,419+400.2% | $4,763+259.0% |
| Participant deferral / active EE | $19,210 | $6,677+187.7% | $6,271+206.3% | $5,983+221.1% |
| Admin fee / account holder | $171,628 | $11,002+1460.0% | $8,085+2022.9% | $11,252+1425.4% |