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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 | $494,405 | $84,233+487.0% | $170,444+190.1% | $70,131+605.0% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 12.59% | 23.06%-10.5pp | 205.94%-193.3pp | 73.14%-60.5pp |
| Employer contribution / active EE | $14,809 | $3,387+337.2% | $5,433+172.6% | $2,342+532.2% |
| Participant deferral / active EE | $9,009 | $3,086+191.9% | $4,939+82.4% | $3,332+170.4% |
| Admin fee / account holder | $1,318 | $5,698-76.9% | $13,881-90.5% | $4,645-71.6% |