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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 | $667,769 | $85,060+685.1% | $70,565+846.3% | $139,487+378.7% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 14.00% | 30.39%-16.4pp | 32.79%-18.8pp | 373.84%-359.8pp |
| Employer contribution / active EE | $13,736 | $3,912+251.1% | $2,976+361.6% | $4,755+188.9% |
| Participant deferral / active EE | $8,100 | $5,891+37.5% | $4,568+77.3% | $6,713+20.7% |
| Admin fee / account holder | $3,274 | $8,932-63.3% | $6,430-49.1% | $11,407-71.3% |