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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 | $462,488 | $76,368+505.6% | $67,681+583.3% | $154,746+198.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 13.66% | 1066.77%-1053.1pp | 590.58%-576.9pp | 172.34%-158.7pp |
| Employer contribution / active EE | $12,056 | $3,151+282.5% | $2,678+350.1% | $4,379+175.3% |
| Participant deferral / active EE | $22,468 | $4,824+365.8% | $3,976+465.1% | $6,730+233.8% |
| Admin fee / account holder | $966 | $8,559-88.7% | $6,100-84.2% | $14,365-93.3% |