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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 | $658,855 | $210,698+212.7% | $178,014+270.1% | $145,959+351.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.99% | 386.27%-371.3pp | 294.80%-279.8pp | 561.95%-547.0pp |
| Employer contribution / active EE | $3,115 | $4,567-31.8% | $3,950-21.1% | $4,661-33.2% |
| Participant deferral / active EE | $15,275 | $6,958+119.5% | $6,276+143.4% | $6,689+128.4% |
| Admin fee / account holder | $6,103 | $12,016-49.2% | $10,362-41.1% | $13,398-54.4% |