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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 | $422,710 | $134,817+213.5% | $123,973+241.0% | $155,188+172.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 10.24% | 515.49%-505.2pp | 388.13%-377.9pp | 148.84%-138.6pp |
| Employer contribution / active EE | $3,472 | $4,425-21.5% | $4,126-15.8% | $4,248-18.3% |
| Participant deferral / active EE | $14,614 | $5,706+156.1% | $5,247+178.5% | $6,531+123.8% |
| Admin fee / account holder | $59,262 | $13,245+347.4% | $11,799+402.3% | $14,480+309.3% |