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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 | $211,288+203.1% | $178,540+258.7% | $145,884+339.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.20% | 30.27%-19.1pp | 27.15%-16.0pp | 551.85%-540.7pp |
| Employer contribution / active EE | $17,367 | $4,574+279.7% | $3,953+339.4% | $4,662+272.5% |
| Participant deferral / active EE | $4,249 | $6,967-39.0% | $6,281-32.3% | $6,690-36.5% |
| Admin fee / account holder | $37,940 | $12,105+213.4% | $10,424+264.0% | $13,392+183.3% |