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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 | $477,996 | $124,314+284.5% | $109,163+337.9% | $167,518+185.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 17.01% | 26.04%-9.0pp | 25.75%-8.7pp | 478.71%-461.7pp |
| Employer contribution / active EE | $17,040 | $4,209+304.9% | $3,723+357.8% | $4,838+252.2% |
| Participant deferral / active EE | $7,202 | $5,256+37.0% | $4,654+54.8% | $6,342+13.6% |
| Admin fee / account holder | $36,878 | $7,973+362.6% | $6,754+446.0% | $12,312+199.5% |