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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 | $726,597 | $211,288+243.9% | $178,540+307.0% | $145,884+398.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.25% | 30.27%-20.0pp | 27.15%-16.9pp | 551.85%-541.6pp |
| Employer contribution / active EE | $12,500 | $4,574+173.3% | $3,953+216.2% | $4,662+168.1% |
| Participant deferral / active EE | $30,500 | $6,967+337.8% | $6,281+385.6% | $6,690+355.9% |
| Admin fee / account holder | $41,080 | $12,105+239.4% | $10,424+294.1% | $13,392+206.8% |