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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 | $592,700 | $183,592+222.8% | $155,574+281.0% | $145,877+306.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.22% | 61.37%-51.2pp | 64.87%-54.6pp | 551.28%-541.1pp |
| Employer contribution / active EE | $1,419 | $5,317-73.3% | $4,676-69.7% | $4,663-69.6% |
| Participant deferral / active EE | $15,250 | $6,466+135.8% | $5,629+170.9% | $6,691+127.9% |
| Admin fee / account holder | $2,965 | $19,316-84.6% | $15,914-81.4% | $13,402-77.9% |