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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 | $97,765+465.8% | $103,486+434.5% | $145,884+279.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 12.78% | 25.44%-12.7pp | 23.93%-11.2pp | 551.85%-539.1pp |
| Employer contribution / active EE | $21,720 | $4,687+363.4% | $4,679+364.2% | $4,662+365.9% |
| Participant deferral / active EE | $17,702 | $6,606+168.0% | $6,628+167.1% | $6,690+164.6% |
| Admin fee / account holder | $93,462 | $12,505+647.4% | $9,354+899.2% | $13,392+597.9% |