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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 | $429,932 | $108,882+294.9% | $96,754+344.4% | $154,746+177.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 19.01% | 98.39%-79.4pp | 82.04%-63.0pp | 172.34%-153.3pp |
| Employer contribution / active EE | $11,919 | $3,018+294.9% | $2,679+344.9% | $4,379+172.2% |
| Participant deferral / active EE | $12,105 | $5,323+127.4% | $4,758+154.4% | $6,730+79.9% |
| Admin fee / account holder | $2,903 | $10,200-71.5% | $8,905-67.4% | $14,365-79.8% |