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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 | $664,731 | $124,425+434.2% | $112,040+493.3% | $137,256+384.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 11.00% | 24.72%-13.7pp | 24.52%-13.5pp | 220.34%-209.3pp |
| Employer contribution / active EE | $15,790 | $3,411+362.9% | $2,954+434.5% | $4,156+279.9% |
| Participant deferral / active EE | $9,580 | $5,718+67.5% | $5,098+87.9% | $6,407+49.5% |
| Admin fee / account holder | $124,964 | $15,207+721.8% | $12,098+932.9% | $12,270+918.4% |