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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 | $682,448 | $101,618+571.6% | $93,063+633.3% | $137,256+397.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 20.41% | 223.95%-203.5pp | 34.15%-13.7pp | 220.34%-199.9pp |
| Employer contribution / active EE | $9,678 | $2,707+257.5% | $2,476+290.9% | $4,156+132.9% |
| Participant deferral / active EE | $10,148 | $4,279+137.2% | $3,958+156.4% | $6,407+58.4% |
| Admin fee / account holder | $647 | $6,198-89.6% | $6,033-89.3% | $12,270-94.7% |