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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 | $675,295 | $157,296+329.3% | $141,191+378.3% | $152,897+341.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.48% | 64.34%-42.9pp | 71.41%-49.9pp | 345.43%-324.0pp |
| Employer contribution / active EE | $1,412 | $5,262-73.2% | $4,736-70.2% | $4,764-70.4% |
| Participant deferral / active EE | $13,356 | $7,111+87.8% | $6,710+99.0% | $5,851+128.3% |
| Admin fee / account holder | $1,971 | $12,125-83.7% | $10,264-80.8% | $11,599-83.0% |