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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 | $514,584 | $148,629+246.2% | $135,982+278.4% | $139,487+268.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.01% | 79.33%-65.3pp | 68.32%-54.3pp | 373.84%-359.8pp |
| Employer contribution / active EE | $21,091 | $5,247+302.0% | $4,859+334.1% | $4,755+343.6% |
| Participant deferral / active EE | $16,483 | $8,102+103.4% | $7,760+112.4% | $6,713+145.6% |
| Admin fee / account holder | $23,834 | $12,406+92.1% | $10,767+121.4% | $11,407+108.9% |