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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 | $675,775 | $180,749+273.9% | $160,784+320.3% | $137,256+392.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 15.64% | 2234.46%-2218.8pp | 1803.92%-1788.3pp | 220.34%-204.7pp |
| Employer contribution / active EE | $28,589 | $4,155+588.0% | $3,733+665.9% | $4,156+587.9% |
| Participant deferral / active EE | $2,594 | $6,844-62.1% | $6,293-58.8% | $6,407-59.5% |
| Admin fee / account holder | $5,449 | $10,397-47.6% | $9,717-43.9% | $12,270-55.6% |