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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 | $588,504 | $124,351+373.3% | $109,188+439.0% | $167,553+251.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 14.09% | 26.04%-12.0pp | 25.76%-11.7pp | 478.89%-464.8pp |
| Employer contribution / active EE | $27,462 | $4,210+552.3% | $3,723+637.6% | $4,840+467.4% |
| Participant deferral / active EE | $16,207 | $5,257+208.3% | $4,654+248.2% | $6,343+155.5% |
| Admin fee / account holder | $511 | $7,975-93.6% | $6,755-92.4% | $12,316-95.9% |