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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 | $604,644 | $183,516+229.5% | $155,534+288.8% | $145,884+314.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.34% | 61.43%-48.1pp | 64.92%-51.6pp | 551.85%-538.5pp |
| Employer contribution / active EE | $2,017 | $5,315-62.1% | $4,675-56.9% | $4,662-56.7% |
| Participant deferral / active EE | $16,136 | $6,467+149.5% | $5,630+186.6% | $6,690+141.2% |
| Admin fee / account holder | $3,627 | $19,293-81.2% | $15,900-77.2% | $13,392-72.9% |