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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 | $408,713 | $100,073+308.4% | $85,126+380.1% | $145,877+180.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 10.30% | 84.11%-73.8pp | 66.63%-56.3pp | 551.28%-541.0pp |
| Employer contribution / active EE | $5,689 | $3,236+75.8% | $2,731+108.3% | $4,663+22.0% |
| Participant deferral / active EE | $14,167 | $5,294+167.6% | $4,523+213.2% | $6,691+111.7% |
| Admin fee / account holder | $18,032 | $7,261+148.3% | $6,160+192.7% | $13,402+34.5% |