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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 | $596,711 | $148,629+301.5% | $135,982+338.8% | $139,487+327.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 23.14% | 79.33%-56.2pp | 68.32%-45.2pp | 373.84%-350.7pp |
| Employer contribution / active EE | $40,331 | $5,247+668.7% | $4,859+730.0% | $4,755+748.2% |
| Participant deferral / active EE | $22,815 | $8,102+181.6% | $7,760+194.0% | $6,713+239.9% |
| Admin fee / account holder | $6,400 | $12,406-48.4% | $10,767-40.6% | $11,407-43.9% |