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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 | $502,661 | $129,737+287.4% | $119,126+322.0% | $154,746+224.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 16.44% | 379.08%-362.6pp | 282.11%-265.7pp | 172.34%-155.9pp |
| Employer contribution / active EE | $14,979 | $4,375+242.4% | $4,034+271.4% | $4,379+242.1% |
| Participant deferral / active EE | $4,380 | $5,842-25.0% | $5,318-17.6% | $6,730-34.9% |
| Admin fee / account holder | $7,902 | $11,961-33.9% | $10,693-26.1% | $14,365-45.0% |