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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 | $423,941 | $104,953+303.9% | $84,637+400.9% | $152,909+177.2% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 26.12% | 373.94%-347.8pp | 258.82%-232.7pp | 345.46%-319.3pp |
| Employer contribution / active EE | $19,293 | $3,304+484.0% | $2,653+627.1% | $4,764+305.0% |
| Participant deferral / active EE | $11,031 | $4,691+135.2% | $3,900+182.8% | $5,851+88.5% |
| Admin fee / account holder | $3,396 | $6,244-45.6% | $4,914-30.9% | $11,601-70.7% |