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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 | $648,038 | $190,879+239.5% | $160,009+305.0% | $134,532+381.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | 8.70% | 552.63%-543.9pp | 408.85%-400.1pp | 418.27%-409.6pp |
| Employer contribution / active EE | $10,211 | $4,995+104.4% | $4,225+141.7% | $4,741+115.4% |
| Participant deferral / active EE | $3,714 | $6,924-46.4% | $6,183-39.9% | $6,401-42.0% |
| Admin fee / account holder | $353,946 | $10,495+3272.6% | $8,715+3961.4% | $11,429+2997.0% |