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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 | $652,694 | $127,387+412.4% | $115,038+467.4% | $125,389+420.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 13.86% | 31.28%-17.4pp | 26.14%-12.3pp | 282.24%-268.4pp |
| Employer contribution / active EE | $31,000 | $5,166+500.1% | $4,608+572.8% | $4,866+537.1% |
| Participant deferral / active EE | $24,000 | $6,423+273.7% | $6,026+298.2% | $5,352+348.5% |
| Admin fee / account holder | $2,168 | $9,516-77.2% | $8,175-73.5% | $9,541-77.3% |