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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 | $499,233 | $105,198+374.6% | $159,455+213.1% | $85,856+481.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 18.93% | 45.08%-26.1pp | 263.63%-244.7pp | 318.58%-299.7pp |
| Employer contribution / active EE | $12,736 | $3,319+283.8% | $4,830+163.7% | $2,565+396.5% |
| Participant deferral / active EE | $10,429 | $5,946+75.4% | $7,353+41.8% | $3,952+163.9% |
| Admin fee / account holder | $6,395 | $6,934-7.8% | $10,800-40.8% | $6,261+2.2% |