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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 | $538,911 | $176,786+204.8% | $146,643+267.5% | $167,536+221.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 14.27% | 24.04%-9.8pp | 22.75%-8.5pp | 478.82%-464.5pp |
| Employer contribution / active EE | $2,501 | $5,161-51.5% | $4,137-39.5% | $4,839-48.3% |
| Participant deferral / active EE | $11,548 | $6,440+79.3% | $5,506+109.7% | $6,342+82.1% |
| Admin fee / account holder | $2,585 | $13,262-80.5% | $10,280-74.9% | $12,315-79.0% |