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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 | $594,098 | $176,794+236.0% | $146,647+305.1% | $167,553+254.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 12.33% | 24.04%-11.7pp | 22.75%-10.4pp | 478.89%-466.6pp |
| Employer contribution / active EE | $26,107 | $5,161+405.8% | $4,137+531.1% | $4,840+439.4% |
| Participant deferral / active EE | $22,750 | $6,440+253.2% | $5,506+313.2% | $6,343+258.7% |
| Admin fee / account holder | $5,248 | $13,262-60.4% | $10,281-49.0% | $12,316-57.4% |