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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 | $606,649 | $176,794+243.1% | $146,647+313.7% | $167,553+262.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 20.76% | 24.04%-3.3pp | 22.75%-2.0pp | 478.89%-458.1pp |
| Employer contribution / active EE | $12,417 | $5,161+140.6% | $4,137+200.2% | $4,840+156.6% |
| Participant deferral / active EE | $17,875 | $6,440+177.5% | $5,506+224.6% | $6,343+181.8% |
| Admin fee / account holder | $406 | $13,262-96.9% | $10,281-96.0% | $12,316-96.7% |