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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 | $700,727 | $108,882+543.6% | $96,754+624.2% | $154,746+352.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 19.60% | 98.39%-78.8pp | 82.04%-62.4pp | 172.34%-152.7pp |
| Employer contribution / active EE | $4,545 | $3,018+50.6% | $2,679+69.7% | $4,379+3.8% |
| Participant deferral / active EE | $12,481 | $5,323+134.5% | $4,758+162.3% | $6,730+85.4% |
| Admin fee / account holder | $20,316 | $10,200+99.2% | $8,905+128.1% | $14,365+41.4% |