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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 | $494,547 | $111,814+342.3% | $103,374+378.4% | $145,959+238.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 18.91% | 24.77%-5.9pp | 24.89%-6.0pp | 561.95%-543.0pp |
| Employer contribution / active EE | $16,280 | $4,214+286.4% | $3,869+320.7% | $4,661+249.3% |
| Participant deferral / active EE | $16,010 | $5,618+185.0% | $5,058+216.6% | $6,689+139.4% |
| Admin fee / account holder | $3,909 | $9,754-59.9% | $8,394-53.4% | $13,398-70.8% |