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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 | $747,173 | $154,209+384.5% | $130,062+474.5% | $139,487+435.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 14.79% | 32.52%-17.7pp | -137.37%+152.2pp | 373.84%-359.1pp |
| Employer contribution / active EE | $18,655 | $5,292+252.5% | $4,322+331.6% | $4,755+292.3% |
| Participant deferral / active EE | $12,973 | $6,709+93.4% | $5,821+122.9% | $6,713+93.3% |
| Admin fee / account holder | $74,102 | $13,988+429.7% | $10,601+599.0% | $11,407+549.6% |