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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 | $423,317 | $108,882+288.8% | $96,754+337.5% | $154,746+173.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 11.35% | 98.39%-87.0pp | 82.04%-70.7pp | 172.34%-161.0pp |
| Employer contribution / active EE | $6,209 | $3,018+105.7% | $2,679+131.7% | $4,379+41.8% |
| Participant deferral / active EE | $19,403 | $5,323+264.5% | $4,758+307.8% | $6,730+188.3% |
| Admin fee / account holder | $1,885 | $10,200-81.5% | $8,905-78.8% | $14,365-86.9% |