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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 | $629,074 | $125,778+400.1% | $114,563+449.1% | $154,746+306.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 15.77% | 295.14%-279.4pp | 241.09%-225.3pp | 172.34%-156.6pp |
| Employer contribution / active EE | $15,663 | $2,806+458.2% | $2,592+504.2% | $4,379+257.7% |
| Participant deferral / active EE | $17,274 | $4,445+288.7% | $4,142+317.0% | $6,730+156.7% |
| Admin fee / account holder | $8,368 | $8,190+2.2% | $7,623+9.8% | $14,365-41.7% |