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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 | $636,311 | $114,119+457.6% | $107,187+493.6% | $138,895+358.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 16.20% | 273.21%-257.0pp | 204.55%-188.3pp | 145.39%-129.2pp |
| Employer contribution / active EE | $19,444 | $4,059+379.1% | $3,782+414.1% | $4,194+363.6% |
| Participant deferral / active EE | $8,619 | $5,538+55.6% | $5,096+69.1% | $6,396+34.8% |
| Admin fee / account holder | $45,907 | $10,024+358.0% | $9,162+401.0% | $12,562+265.4% |