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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 | $665,142 | $118,695+460.4% | $98,916+572.4% | $158,950+318.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 21.56% | 372.39%-350.8pp | 196.45%-174.9pp | 302.91%-281.3pp |
| Employer contribution / active EE | $8,750 | $3,333+162.5% | $2,689+225.4% | $4,762+83.7% |
| Participant deferral / active EE | $10,323 | $5,088+102.9% | $4,245+143.2% | $5,983+72.6% |
| Admin fee / account holder | $2,107 | $10,132-79.2% | $6,642-68.3% | $11,248-81.3% |