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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 | $471,531 | $118,708+297.2% | $98,920+376.7% | $158,982+196.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 7.24% | 372.49%-365.2pp | 196.47%-189.2pp | 302.99%-295.7pp |
| Employer contribution / active EE | $10,752 | $3,334+222.5% | $2,689+299.8% | $4,763+125.8% |
| Participant deferral / active EE | $10,396 | $5,089+104.3% | $4,245+144.9% | $5,983+73.7% |
| Admin fee / account holder | $13,904 | $10,134+37.2% | $6,643+109.3% | $11,252+23.6% |