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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 | $428,828 | $97,765+338.6% | $103,486+314.4% | $145,884+194.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 11.32% | 25.44%-14.1pp | 23.93%-12.6pp | 551.85%-540.5pp |
| Employer contribution / active EE | $19,784 | $4,687+322.1% | $4,679+322.8% | $4,662+324.3% |
| Participant deferral / active EE | $15,048 | $6,606+127.8% | $6,628+127.0% | $6,690+124.9% |
| Admin fee / account holder | $57,915 | $12,505+363.1% | $9,354+519.2% | $13,392+332.5% |