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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 | $438,145 | $124,330+252.4% | $109,173+301.3% | $167,536+161.5% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 15.55% | 26.04%-10.5pp | 25.75%-10.2pp | 478.82%-463.3pp |
| Employer contribution / active EE | $13,364 | $4,209+217.5% | $3,723+259.0% | $4,839+176.2% |
| Participant deferral / active EE | $13,073 | $5,256+148.7% | $4,654+180.9% | $6,342+106.1% |
| Admin fee / account holder | $1,995 | $7,974-75.0% | $6,755-70.5% | $12,315-83.8% |