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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 | $476,219 | $129,737+267.1% | $119,126+299.8% | $154,746+207.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 11.23% | 379.08%-367.9pp | 282.11%-270.9pp | 172.34%-161.1pp |
| Employer contribution / active EE | $10,241 | $4,375+134.1% | $4,034+153.9% | $4,379+133.9% |
| Participant deferral / active EE | $8,082 | $5,842+38.3% | $5,318+52.0% | $6,730+20.1% |
| Admin fee / account holder | $2,619 | $11,961-78.1% | $10,693-75.5% | $14,365-81.8% |