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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 | $681,596 | $176,786+285.5% | $146,643+364.8% | $167,536+306.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 16.28% | 24.04%-7.8pp | 22.75%-6.5pp | 478.82%-462.5pp |
| Employer contribution / active EE | $18,930 | $5,161+266.8% | $4,137+357.6% | $4,839+291.2% |
| Participant deferral / active EE | $19,020 | $6,440+195.3% | $5,506+245.4% | $6,342+199.9% |
| Admin fee / account holder | $2,269 | $13,262-82.9% | $10,280-77.9% | $12,315-81.6% |