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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 | $487,421 | $134,817+261.5% | $123,973+293.2% | $155,188+214.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 18.70% | 515.49%-496.8pp | 388.13%-369.4pp | 148.84%-130.1pp |
| Employer contribution / active EE | $4,011 | $4,425-9.3% | $4,126-2.8% | $4,248-5.6% |
| Participant deferral / active EE | $18,236 | $5,706+219.6% | $5,247+247.6% | $6,531+179.2% |
| Admin fee / account holder | $16,271 | $13,245+22.8% | $11,799+37.9% | $14,480+12.4% |