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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 | $570,068 | $102,595+455.7% | $94,057+506.1% | $154,746+268.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 15.75% | 583.42%-567.7pp | 480.62%-464.9pp | 172.34%-156.6pp |
| Employer contribution / active EE | $2,653 | $3,147-15.7% | $2,933-9.6% | $4,379-39.4% |
| Participant deferral / active EE | $10,855 | $5,118+112.1% | $4,709+130.5% | $6,730+61.3% |
| Admin fee / account holder | $12,090 | $7,736+56.3% | $7,244+66.9% | $14,365-15.8% |