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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 | $683,180 | $101,618+572.3% | $93,063+634.1% | $137,256+397.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 15.39% | 223.95%-208.6pp | 34.15%-18.8pp | 220.34%-205.0pp |
| Employer contribution / active EE | $16,064 | $2,707+493.4% | $2,476+548.8% | $4,156+286.5% |
| Participant deferral / active EE | $6,577 | $4,279+53.7% | $3,958+66.2% | $6,407+2.7% |
| Admin fee / account holder | $7,293 | $6,198+17.7% | $6,033+20.9% | $12,270-40.6% |