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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 | $450,581 | $129,737+247.3% | $119,126+278.2% | $154,746+191.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 11.51% | 379.08%-367.6pp | 282.11%-270.6pp | 172.34%-160.8pp |
| Employer contribution / active EE | $14,651 | $4,375+234.9% | $4,034+263.2% | $4,379+234.6% |
| Participant deferral / active EE | $17,649 | $5,842+202.1% | $5,318+231.9% | $6,730+162.2% |
| Admin fee / account holder | $5,440 | $11,961-54.5% | $10,693-49.1% | $14,365-62.1% |