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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 | $661,653 | $183,592+260.4% | $155,574+325.3% | $145,877+353.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.45% | 61.37%-45.9pp | 64.87%-49.4pp | 551.28%-535.8pp |
| Employer contribution / active EE | $2,112 | $5,317-60.3% | $4,676-54.8% | $4,663-54.7% |
| Participant deferral / active EE | $17,951 | $6,466+177.6% | $5,629+218.9% | $6,691+168.3% |
| Admin fee / account holder | $216,351 | $19,316+1020.1% | $15,914+1259.5% | $13,402+1514.3% |