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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 | $697,513 | $85,024+720.4% | $70,544+888.8% | $139,466+400.1% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 12.50% | 30.39%-17.9pp | 32.79%-20.3pp | 373.66%-361.2pp |
| Employer contribution / active EE | $5,142 | $3,912+31.4% | $2,976+72.8% | $4,754+8.2% |
| Participant deferral / active EE | $20,985 | $5,891+256.2% | $4,568+359.4% | $6,712+212.7% |
| Admin fee / account holder | $8,907 | $8,928-0.2% | $6,427+38.6% | $11,409-21.9% |