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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 | $549,816 | $176,120+212.2% | $159,487+244.7% | $167,553+228.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.11% | 331.95%-320.8pp | 263.71%-252.6pp | 478.89%-467.8pp |
| Employer contribution / active EE | $5,057 | $5,299-4.6% | $4,831+4.7% | $4,840+4.5% |
| Participant deferral / active EE | $18,331 | $7,752+136.5% | $7,354+149.3% | $6,343+189.0% |
| Admin fee / account holder | $65,354 | $12,561+420.3% | $10,804+504.9% | $12,316+430.6% |