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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 | $566,496 | $183,592+208.6% | $155,567+264.1% | $145,959+288.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 21.50% | 61.24%-39.7pp | 64.74%-43.2pp | 561.95%-540.4pp |
| Employer contribution / active EE | $10,663 | $5,315+100.6% | $4,674+128.1% | $4,661+128.8% |
| Participant deferral / active EE | $10,106 | $6,464+56.3% | $5,628+79.6% | $6,689+51.1% |
| Admin fee / account holder | $3,200 | $19,318-83.4% | $15,916-79.9% | $13,398-76.1% |