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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 | $506,755 | $114,119+344.1% | $107,187+372.8% | $138,895+264.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 12.91% | 273.21%-260.3pp | 204.55%-191.6pp | 145.39%-132.5pp |
| Employer contribution / active EE | $2,168 | $4,059-46.6% | $3,782-42.7% | $4,194-48.3% |
| Participant deferral / active EE | $2,385 | $5,538-56.9% | $5,096-53.2% | $6,396-62.7% |
| Admin fee / account holder | $15,702 | $10,024+56.7% | $9,162+71.4% | $12,562+25.0% |