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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 | $633,278 | $211,239+199.8% | $178,528+254.7% | $145,877+334.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 24.11% | 30.22%-6.1pp | 27.11%-3.0pp | 551.28%-527.2pp |
| Employer contribution / active EE | $36,733 | $4,570+703.8% | $3,950+829.9% | $4,663+687.8% |
| Participant deferral / active EE | $20,333 | $6,963+192.0% | $6,278+223.9% | $6,691+203.9% |
| Admin fee / account holder | $2,318 | $12,095-80.8% | $10,419-77.8% | $13,402-82.7% |