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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 | $399,720 | $72,071+454.6% | $68,368+484.7% | $137,256+191.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 13.67% | 353.14%-339.5pp | 292.57%-278.9pp | 220.34%-206.7pp |
| Employer contribution / active EE | $9,219 | $2,788+230.7% | $2,649+248.0% | $4,156+121.8% |
| Participant deferral / active EE | $12,436 | $4,410+182.0% | $4,123+201.6% | $6,407+94.1% |
| Admin fee / account holder | $1,878 | $5,336-64.8% | $5,150-63.5% | $12,270-84.7% |