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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 | $557,797 | $118,708+369.9% | $98,920+463.9% | $158,982+250.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 11.74% | 372.49%-360.7pp | 196.47%-184.7pp | 302.99%-291.2pp |
| Employer contribution / active EE | $2,018 | $3,334-39.5% | $2,689-25.0% | $4,763-57.6% |
| Participant deferral / active EE | $11,539 | $5,089+126.7% | $4,245+171.8% | $5,983+92.9% |
| Admin fee / account holder | $4,605 | $10,134-54.6% | $6,643-30.7% | $11,252-59.1% |