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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 | $553,116 | $97,750+465.8% | $103,464+434.6% | $145,959+279.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 12.78% | 25.43%-12.7pp | 23.91%-11.1pp | 561.95%-549.2pp |
| Employer contribution / active EE | $21,720 | $4,685+363.6% | $4,677+364.4% | $4,661+366.0% |
| Participant deferral / active EE | $17,702 | $6,603+168.1% | $6,624+167.3% | $6,689+164.7% |
| Admin fee / account holder | $93,462 | $12,515+646.8% | $9,410+893.3% | $13,398+597.6% |