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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 | $523,993 | $124,351+321.4% | $109,188+379.9% | $167,553+212.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 12.16% | 26.04%-13.9pp | 25.76%-13.6pp | 478.89%-466.7pp |
| Employer contribution / active EE | $18,356 | $4,210+336.0% | $3,723+393.0% | $4,840+279.3% |
| Participant deferral / active EE | $14,807 | $5,257+181.7% | $4,654+218.2% | $6,343+133.5% |
| Admin fee / account holder | $1,993 | $7,975-75.0% | $6,755-70.5% | $12,316-83.8% |