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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 | $530,860 | $228,395+132.4% | $185,861+185.6% | $158,982+233.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 13.78% | 40.82%-27.0pp | 35.96%-22.2pp | 302.99%-289.2pp |
| Employer contribution / active EE | $24,763 | $4,968+398.5% | $4,088+505.8% | $4,763+419.9% |
| Participant deferral / active EE | $17,333 | $6,417+170.1% | $5,634+207.7% | $5,983+189.7% |
| Admin fee / account holder | $2,555 | $11,869-78.5% | $9,503-73.1% | $11,252-77.3% |