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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 | $559,386 | $100,060+459.0% | $149,721+273.6% | $70,126+697.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 15.83% | 27.46%-11.6pp | 1501.67%-1485.8pp | 73.15%-57.3pp |
| Employer contribution / active EE | $9,121 | $3,661+149.1% | $5,444+67.5% | $2,343+289.4% |
| Participant deferral / active EE | $9,306 | $4,982+86.8% | $6,568+41.7% | $3,332+179.3% |
| Admin fee / account holder | $3,720 | $8,285-55.1% | $11,282-67.0% | $4,645-19.9% |