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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 | $803,613 | $176,105+356.3% | $159,474+403.9% | $167,536+379.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.07% | 331.91%-315.8pp | 263.68%-247.6pp | 478.82%-462.7pp |
| Employer contribution / active EE | $2,523 | $5,299-52.4% | $4,831-47.8% | $4,839-47.9% |
| Participant deferral / active EE | $3,785 | $7,751-51.2% | $7,353-48.5% | $6,342-40.3% |
| Admin fee / account holder | $5,969 | $12,559-52.5% | $10,802-44.7% | $12,315-51.5% |