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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 | $440,134 | $117,829+273.5% | $102,423+329.7% | $145,877+201.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.23% | 31.83%-17.6pp | 29.42%-15.2pp | 551.28%-537.1pp |
| Employer contribution / active EE | $14,040 | $3,615+288.4% | $3,023+364.4% | $4,663+201.1% |
| Participant deferral / active EE | $12,815 | $5,732+123.5% | $5,054+153.5% | $6,691+91.5% |
| Admin fee / account holder | $938 | $13,335-93.0% | $9,455-90.1% | $13,402-93.0% |