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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 | $649,136 | $111,535+482.0% | $105,223+516.9% | $137,256+372.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 14.46% | 237.85%-223.4pp | 180.65%-166.2pp | 220.34%-205.9pp |
| Employer contribution / active EE | $15,431 | $3,939+291.7% | $3,689+318.3% | $4,156+271.3% |
| Participant deferral / active EE | $13,021 | $5,500+136.8% | $5,072+156.7% | $6,407+103.2% |
| Admin fee / account holder | $31,177 | $9,721+220.7% | $8,859+251.9% | $12,270+154.1% |