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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 | $97,751+465.8% | $103,447+434.7% | $145,877+279.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 12.78% | 25.43%-12.7pp | 23.92%-11.1pp | 551.28%-538.5pp |
| Employer contribution / active EE | $21,720 | $4,684+363.7% | $4,678+364.3% | $4,663+365.8% |
| Participant deferral / active EE | $17,702 | $6,603+168.1% | $6,624+167.2% | $6,691+164.6% |
| Admin fee / account holder | $93,462 | $12,515+646.8% | $9,415+892.7% | $13,402+597.4% |