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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 | $708,465 | $166,089+326.6% | $164,928+329.6% | $145,978+385.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.24% | 100.26%-86.0pp | 70.08%-55.8pp | 550.52%-536.3pp |
| Employer contribution / active EE | $3,182 | $5,276-39.7% | $4,343-26.7% | $4,662-31.7% |
| Participant deferral / active EE | $12,727 | $6,961+82.8% | $6,034+110.9% | $6,690+90.2% |
| Admin fee / account holder | $11,386 | $16,641-31.6% | $12,684-10.2% | $13,400-15.0% |