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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 | $489,343 | $88,672+451.9% | $105,223+365.1% | $82,448+493.5% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 14.09% | 30.86%-16.8pp | 180.65%-166.6pp | 41.64%-27.6pp |
| Employer contribution / active EE | $11,049 | $3,048+262.5% | $3,689+199.5% | $2,551+333.1% |
| Participant deferral / active EE | $12,313 | $4,036+205.1% | $5,072+142.8% | $4,139+197.5% |
| Admin fee / account holder | $3,578 | $7,146-49.9% | $8,859-59.6% | $7,234-50.5% |