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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 | $549,217 | $98,240+459.1% | $82,313+567.2% | $147,585+272.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 14.98% | 30.85%-15.9pp | 25.88%-10.9pp | 578.57%-563.6pp |
| Employer contribution / active EE | $13,390 | $3,192+319.5% | $2,428+451.4% | $4,876+174.6% |
| Participant deferral / active EE | $15,837 | $4,383+261.3% | $3,706+327.3% | $5,439+191.2% |
| Admin fee / account holder | $3,253 | $8,563-62.0% | $5,608-42.0% | $10,885-70.1% |