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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 | $420,073 | $211,239+98.9% | $178,528+135.3% | $145,877+188.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.81% | 30.22%-20.4pp | 27.11%-17.3pp | 551.28%-541.5pp |
| Employer contribution / active EE | $4,347 | $4,570-4.9% | $3,950+10.0% | $4,663-6.8% |
| Participant deferral / active EE | $15,796 | $6,963+126.9% | $6,278+151.6% | $6,691+136.1% |
| Admin fee / account holder | $99,777 | $12,095+725.0% | $10,419+857.6% | $13,402+644.5% |