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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 | $463,709 | $165,939+179.4% | $122,354+279.0% | $147,586+214.2% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 15.95% | 34.56%-18.6pp | 30.28%-14.3pp | 578.59%-562.6pp |
| Employer contribution / active EE | $11,700 | $5,754+103.3% | $4,051+188.8% | $4,876+139.9% |
| Participant deferral / active EE | $6,400 | $4,005+59.8% | $3,287+94.7% | $5,439+17.7% |
| Admin fee / account holder | $10,000 | $7,425+34.7% | $5,479+82.5% | $10,886-8.1% |