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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 | $640,438 | $211,224+203.2% | $178,505+258.8% | $145,897+339.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.20% | 30.28%-19.1pp | 27.16%-16.0pp | 552.29%-541.1pp |
| Employer contribution / active EE | $17,367 | $4,577+279.5% | $3,955+339.1% | $4,663+272.5% |
| Participant deferral / active EE | $4,249 | $6,966-39.0% | $6,280-32.3% | $6,689-36.5% |
| Admin fee / account holder | $37,940 | $12,109+213.3% | $10,428+263.8% | $13,390+183.3% |