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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 | $510,313 | $117,895+332.9% | $102,460+398.1% | $145,897+249.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.76% | 31.92%-21.2pp | 29.47%-18.7pp | 552.29%-541.5pp |
| Employer contribution / active EE | $49,625 | $3,619+1271.3% | $3,025+1540.4% | $4,663+964.3% |
| Participant deferral / active EE | $15,333 | $5,736+167.3% | $5,056+203.3% | $6,689+129.2% |
| Admin fee / account holder | $5,477 | $13,353-59.0% | $9,460-42.1% | $13,390-59.1% |