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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 | $471,342 | $100,901+367.1% | $75,501+524.3% | $147,586+219.4% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.4%+27.6pp | 82.8%+17.2pp |
| Annual return | 22.17% | 35.78%-13.6pp | 27.35%-5.2pp | 578.59%-556.4pp |
| Employer contribution / active EE | $8,909 | $3,253+173.8% | $2,352+278.8% | $4,876+82.7% |
| Participant deferral / active EE | $5,195 | $4,027+29.0% | $3,142+65.3% | $5,439-4.5% |
| Admin fee / account holder | $3,397 | $11,285-69.9% | $5,801-41.4% | $10,886-68.8% |