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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 | $412,430 | $124,330+231.7% | $109,173+277.8% | $167,536+146.2% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 20.19% | 26.04%-5.9pp | 25.75%-5.6pp | 478.82%-458.6pp |
| Employer contribution / active EE | $10,152 | $4,209+141.2% | $3,723+172.7% | $4,839+109.8% |
| Participant deferral / active EE | $6,897 | $5,256+31.2% | $4,654+48.2% | $6,342+8.7% |
| Admin fee / account holder | $30,975 | $7,974+288.4% | $6,755+358.6% | $12,315+151.5% |