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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 | $799,917 | $101,618+687.2% | $93,063+759.5% | $137,256+482.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 13.42% | 223.95%-210.5pp | 34.15%-20.7pp | 220.34%-206.9pp |
| Employer contribution / active EE | $9,557 | $2,707+253.0% | $2,476+286.0% | $4,156+130.0% |
| Participant deferral / active EE | $21,801 | $4,279+409.5% | $3,958+450.8% | $6,407+240.3% |
| Admin fee / account holder | $2,850 | $6,198-54.0% | $6,033-52.8% | $12,270-76.8% |