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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 | $477,273 | $99,994+377.3% | $146,647+225.5% | $85,851+455.9% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 11.98% | 18.93%-7.0pp | 22.75%-10.8pp | 318.63%-306.7pp |
| Employer contribution / active EE | $7,835 | $2,559+206.2% | $4,137+89.4% | $2,565+205.4% |
| Participant deferral / active EE | $4,672 | $4,006+16.6% | $5,506-15.2% | $3,952+18.2% |
| Admin fee / account holder | $17,464 | $7,703+126.7% | $10,281+69.9% | $6,261+178.9% |