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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 | $533,240 | $211,239+152.4% | $178,528+198.7% | $145,877+265.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.18% | 30.22%-18.0pp | 27.11%-14.9pp | 551.28%-539.1pp |
| Employer contribution / active EE | $13,329 | $4,570+191.7% | $3,950+237.4% | $4,663+185.9% |
| Participant deferral / active EE | $14,230 | $6,963+104.4% | $6,278+126.7% | $6,691+112.7% |
| Admin fee / account holder | $316 | $12,095-97.4% | $10,419-97.0% | $13,402-97.6% |