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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 | $645,170 | $197,637+226.4% | $177,848+262.8% | $158,982+305.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 8.50% | 58.77%-50.3pp | 48.33%-39.8pp | 302.99%-294.5pp |
| Employer contribution / active EE | $46,942 | $6,698+600.8% | $5,919+693.1% | $4,763+885.6% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,983-100.0% |
| Admin fee / account holder | $66,667 | $15,406+332.7% | $12,431+436.3% | $11,252+492.5% |