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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 | $556,690 | $78,682+607.5% | $109,188+409.8% | $85,851+548.4% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 12.08% | 25.09%-13.0pp | 25.76%-13.7pp | 318.63%-306.6pp |
| Employer contribution / active EE | $15,690 | $2,734+473.9% | $3,723+321.4% | $2,565+511.6% |
| Participant deferral / active EE | $10,175 | $3,468+193.4% | $4,654+118.6% | $3,952+157.4% |
| Admin fee / account holder | $17,350 | $5,470+217.2% | $6,755+156.8% | $6,261+177.1% |