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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 | $522,943 | $106,280+392.0% | $96,538+441.7% | $139,487+274.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 13.50% | 38.48%-25.0pp | 35.74%-22.2pp | 373.84%-360.3pp |
| Employer contribution / active EE | $18,462 | $4,107+349.5% | $3,740+393.6% | $4,755+288.3% |
| Participant deferral / active EE | $10,012 | $5,457+83.5% | $4,880+105.1% | $6,713+49.2% |
| Admin fee / account holder | $157,450 | $7,888+1896.1% | $6,737+2237.0% | $11,407+1280.3% |