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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 | $516,502 | $211,288+144.5% | $178,540+189.3% | $145,884+254.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.54% | 30.27%-12.7pp | 27.15%-9.6pp | 551.85%-534.3pp |
| Employer contribution / active EE | $14,616 | $4,574+219.5% | $3,953+269.7% | $4,662+213.5% |
| Participant deferral / active EE | $11,500 | $6,967+65.1% | $6,281+83.1% | $6,690+71.9% |
| Admin fee / account holder | $19,706 | $12,105+62.8% | $10,424+89.0% | $13,392+47.1% |