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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 | $534,305 | $106,280+402.7% | $96,538+453.5% | $139,487+283.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 18.44% | 38.48%-20.0pp | 35.74%-17.3pp | 373.84%-355.4pp |
| Employer contribution / active EE | $22,379 | $4,107+444.9% | $3,740+498.3% | $4,755+370.7% |
| Participant deferral / active EE | $8,167 | $5,457+49.7% | $4,880+67.3% | $6,713+21.7% |
| Admin fee / account holder | $707 | $7,888-91.0% | $6,737-89.5% | $11,407-93.8% |