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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 | $431,995 | $114,093+278.6% | $96,171+349.2% | $167,536+157.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 26.54% | 190.00%-163.5pp | 192.04%-165.5pp | 478.82%-452.3pp |
| Employer contribution / active EE | $11,445 | $3,429+233.7% | $2,799+308.9% | $4,839+136.5% |
| Participant deferral / active EE | $7,167 | $5,197+37.9% | $4,350+64.8% | $6,342+13.0% |
| Admin fee / account holder | $10,619 | $6,899+53.9% | $5,538+91.7% | $12,315-13.8% |