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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 | $547,018 | $104,251+424.7% | $91,004+501.1% | $147,586+270.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 14.84% | 27.06%-12.2pp | 4.60%+10.2pp | 578.59%-563.8pp |
| Employer contribution / active EE | $8,438 | $3,116+170.8% | $2,456+243.6% | $4,876+73.0% |
| Participant deferral / active EE | $5,300 | $4,195+26.3% | $3,548+49.4% | $5,439-2.6% |
| Admin fee / account holder | $45,203 | $8,948+405.2% | $5,417+734.4% | $10,886+315.2% |