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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 | $426,146 | $211,239+101.7% | $178,528+138.7% | $145,877+192.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.45% | 30.22%-19.8pp | 27.11%-16.7pp | 551.28%-540.8pp |
| Employer contribution / active EE | $14,313 | $4,570+213.2% | $3,950+262.3% | $4,663+206.9% |
| Participant deferral / active EE | $17,516 | $6,963+151.6% | $6,278+179.0% | $6,691+161.8% |
| Admin fee / account holder | $1,069 | $12,095-91.2% | $10,419-89.7% | $13,402-92.0% |