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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 | $335,987 | $105,856+217.4% | $90,161+272.7% | $147,586+127.7% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 19.78% | 37.63%-17.9pp | 34.89%-15.1pp | 578.59%-558.8pp |
| Employer contribution / active EE | $10,004 | $4,126+142.4% | $3,318+201.5% | $4,876+105.1% |
| Participant deferral / active EE | $7,000 | $5,733+22.1% | $5,287+32.4% | $5,439+28.7% |
| Admin fee / account holder | $1,784 | $8,046-77.8% | $5,943-70.0% | $10,886-83.6% |