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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 | $646,558 | $111,535+479.7% | $105,223+514.5% | $137,256+371.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 15.70% | 237.85%-222.2pp | 180.65%-165.0pp | 220.34%-204.6pp |
| Employer contribution / active EE | $27,792 | $3,939+605.5% | $3,689+653.5% | $4,156+568.7% |
| Participant deferral / active EE | $11,306 | $5,500+105.6% | $5,072+122.9% | $6,407+76.5% |
| Admin fee / account holder | $4,019 | $9,721-58.7% | $8,859-54.6% | $12,270-67.2% |