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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 | $211,239+211.9% | $178,528+269.0% | $145,877+351.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.99% | 30.22%-15.2pp | 27.11%-12.1pp | 551.28%-536.3pp |
| Employer contribution / active EE | $3,115 | $4,570-31.8% | $3,950-21.1% | $4,663-33.2% |
| Participant deferral / active EE | $15,275 | $6,963+119.4% | $6,278+143.3% | $6,691+128.3% |
| Admin fee / account holder | $6,103 | $12,095-49.5% | $10,419-41.4% | $13,402-54.5% |