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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 | $608,673 | $106,247+472.9% | $96,515+530.7% | $139,466+336.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 13.63% | 38.47%-24.8pp | 35.73%-22.1pp | 373.66%-360.0pp |
| Employer contribution / active EE | $31,142 | $4,106+658.5% | $3,740+732.8% | $4,754+555.1% |
| Participant deferral / active EE | $14,464 | $5,456+165.1% | $4,880+196.4% | $6,712+115.5% |
| Admin fee / account holder | $5,155 | $7,885-34.6% | $6,735-23.5% | $11,409-54.8% |