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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 | $750,522 | $127,762+487.4% | $106,545+604.4% | $167,497+348.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 13.62% | 33.87%-20.2pp | 26.80%-13.2pp | 478.62%-465.0pp |
| Employer contribution / active EE | $16,642 | $3,427+385.7% | $2,819+490.3% | $4,838+244.0% |
| Participant deferral / active EE | $6,833 | $5,087+34.3% | $4,398+55.4% | $6,341+7.8% |
| Admin fee / account holder | $7,955 | $11,226-29.1% | $7,407+7.4% | $12,310-35.4% |