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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 | $478,943 | $78,682+508.7% | $109,188+338.6% | $85,851+457.9% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 13.13% | 25.09%-12.0pp | 25.76%-12.6pp | 318.63%-305.5pp |
| Employer contribution / active EE | $12,985 | $2,734+375.0% | $3,723+248.8% | $2,565+406.2% |
| Participant deferral / active EE | $9,498 | $3,468+173.9% | $4,654+104.1% | $3,952+140.3% |
| Admin fee / account holder | $26,950 | $5,470+392.7% | $6,755+298.9% | $6,261+330.5% |