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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 | $418,393 | $100,073+318.1% | $85,126+391.5% | $145,877+186.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 12.34% | 84.11%-71.8pp | 66.63%-54.3pp | 551.28%-538.9pp |
| Employer contribution / active EE | $50,203 | $3,236+1451.2% | $2,731+1738.1% | $4,663+976.6% |
| Participant deferral / active EE | $19,720 | $5,294+272.5% | $4,523+336.0% | $6,691+194.7% |
| Admin fee / account holder | $2,529 | $7,261-65.2% | $6,160-59.0% | $13,402-81.1% |