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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 | $388,505 | $100,901+285.0% | $75,501+414.6% | $147,586+163.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.4%+27.6pp | 82.8%+17.2pp |
| Annual return | 14.38% | 35.78%-21.4pp | 27.35%-13.0pp | 578.59%-564.2pp |
| Employer contribution / active EE | $11,937 | $3,253+266.9% | $2,352+407.6% | $4,876+144.8% |
| Participant deferral / active EE | $10,754 | $4,027+167.0% | $3,142+242.2% | $5,439+97.7% |
| Admin fee / account holder | $7,198 | $11,285-36.2% | $5,801+24.1% | $10,886-33.9% |