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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 | $476,013 | $154,193+208.7% | $130,045+266.0% | $139,466+241.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 16.21% | 32.51%-16.3pp | -137.30%+153.5pp | 373.66%-357.5pp |
| Employer contribution / active EE | $7,143 | $5,292+35.0% | $4,321+65.3% | $4,754+50.3% |
| Participant deferral / active EE | $19,447 | $6,709+189.9% | $5,820+234.1% | $6,712+189.7% |
| Admin fee / account holder | $5,143 | $13,989-63.2% | $10,600-51.5% | $11,409-54.9% |