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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 | $591,318 | $113,338+421.7% | $94,993+522.5% | $147,586+300.7% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 19.42% | 20.80%-1.4pp | 27.14%-7.7pp | 578.59%-559.2pp |
| Employer contribution / active EE | $14,445 | $3,160+357.1% | $2,603+454.8% | $4,876+196.2% |
| Participant deferral / active EE | $12,055 | $3,777+219.2% | $3,317+263.4% | $5,439+121.7% |
| Admin fee / account holder | $5,597 | $6,063-7.7% | $4,960+12.8% | $10,886-48.6% |