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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 | $506,537 | $152,612+231.9% | $125,192+304.6% | $152,897+231.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 18.61% | 54.85%-36.2pp | 43.79%-25.2pp | 345.43%-326.8pp |
| Employer contribution / active EE | $15,087 | $4,947+205.0% | $3,866+290.3% | $4,764+216.7% |
| Participant deferral / active EE | $4,055 | $5,868-30.9% | $4,937-17.9% | $5,851-30.7% |
| Admin fee / account holder | $17,195 | $13,437+28.0% | $9,704+77.2% | $11,599+48.2% |