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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 | $482,022 | $117,904+308.8% | $102,457+370.5% | $145,978+230.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.76% | 31.80%-21.0pp | 29.41%-18.6pp | 550.52%-539.8pp |
| Employer contribution / active EE | $21,333 | $3,613+490.4% | $3,022+605.9% | $4,662+357.6% |
| Participant deferral / active EE | $15,333 | $5,733+167.4% | $5,054+203.4% | $6,690+129.2% |
| Admin fee / account holder | $5,477 | $13,329-58.9% | $9,451-42.1% | $13,400-59.1% |