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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 | $423,552 | $124,330+240.7% | $109,173+288.0% | $167,536+152.8% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 14.56% | 26.04%-11.5pp | 25.75%-11.2pp | 478.82%-464.3pp |
| Employer contribution / active EE | $4,757 | $4,209+13.0% | $3,723+27.8% | $4,839-1.7% |
| Participant deferral / active EE | $14,087 | $5,256+168.0% | $4,654+202.7% | $6,342+122.1% |
| Admin fee / account holder | $15,284 | $7,974+91.7% | $6,755+126.3% | $12,315+24.1% |