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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 | $129,737+275.7% | $119,126+309.2% | $154,746+215.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 18.70% | 379.08%-360.4pp | 282.11%-263.4pp | 172.34%-153.6pp |
| Employer contribution / active EE | $4,011 | $4,375-8.3% | $4,034-0.5% | $4,379-8.4% |
| Participant deferral / active EE | $18,236 | $5,842+212.2% | $5,318+242.9% | $6,730+170.9% |
| Admin fee / account holder | $16,271 | $11,961+36.0% | $10,693+52.2% | $14,365+13.3% |