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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 | $642,173 | $154,365+316.0% | $130,231+393.1% | $139,456+360.5% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.3%+23.7pp | 80.3%+19.7pp |
| Annual return | 15.67% | 30.34%-14.7pp | 38.77%-23.1pp | 373.45%-357.8pp |
| Employer contribution / active EE | $21,759 | $5,170+320.9% | $4,126+427.4% | $4,753+357.8% |
| Participant deferral / active EE | $13,909 | $8,498+63.7% | $6,799+104.6% | $6,711+107.2% |
| Admin fee / account holder | $18,411 | $9,214+99.8% | $6,020+205.8% | $11,407+61.4% |