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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 | $125,778+443.2% | $114,563+496.3% | $154,746+341.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 15.39% | 295.14%-279.8pp | 241.09%-225.7pp | 172.34%-157.0pp |
| Employer contribution / active EE | $16,064 | $2,806+472.5% | $2,592+519.7% | $4,379+266.8% |
| Participant deferral / active EE | $6,577 | $4,445+48.0% | $4,142+58.8% | $6,730-2.3% |
| Admin fee / account holder | $7,293 | $8,190-11.0% | $7,623-4.3% | $14,365-49.2% |