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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 | $616,945 | $124,351+396.1% | $109,188+465.0% | $167,553+268.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 11.31% | 26.04%-14.7pp | 25.76%-14.4pp | 478.89%-467.6pp |
| Employer contribution / active EE | $5,865 | $4,210+39.3% | $3,723+57.5% | $4,840+21.2% |
| Participant deferral / active EE | $13,975 | $5,257+165.9% | $4,654+200.3% | $6,343+120.3% |
| Admin fee / account holder | $3,649 | $7,975-54.2% | $6,755-46.0% | $12,316-70.4% |