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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 | $632,028 | $110,337+472.8% | $102,383+517.3% | $145,877+333.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.26% | 24.83%-13.6pp | 24.94%-13.7pp | 551.28%-540.0pp |
| Employer contribution / active EE | $16,282 | $4,216+286.2% | $3,870+320.7% | $4,663+249.2% |
| Participant deferral / active EE | $17,500 | $5,621+211.4% | $5,060+245.9% | $6,691+161.6% |
| Admin fee / account holder | $1,826 | $9,750-81.3% | $8,391-78.2% | $13,402-86.4% |