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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 | $429,584 | $127,779+236.2% | $106,551+303.2% | $167,518+156.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 19.98% | 33.87%-13.9pp | 26.80%-6.8pp | 478.71%-458.7pp |
| Employer contribution / active EE | $13,420 | $3,427+291.6% | $2,819+376.0% | $4,838+177.4% |
| Participant deferral / active EE | $18,022 | $5,088+254.2% | $4,398+309.7% | $6,342+184.2% |
| Admin fee / account holder | $85,637 | $11,228+662.7% | $7,408+1056.1% | $12,312+595.5% |