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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 | $528,086 | $111,814+372.3% | $103,374+410.8% | $145,959+261.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 18.89% | 24.77%-5.9pp | 24.89%-6.0pp | 561.95%-543.1pp |
| Employer contribution / active EE | $17,881 | $4,214+324.3% | $3,869+362.1% | $4,661+283.6% |
| Participant deferral / active EE | $17,481 | $5,618+211.2% | $5,058+245.6% | $6,689+161.4% |
| Admin fee / account holder | $50,097 | $9,754+413.6% | $8,394+496.8% | $13,398+273.9% |