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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 | $505,702 | $154,209+227.9% | $130,062+288.8% | $139,487+262.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 13.83% | 32.52%-18.7pp | -137.37%+151.2pp | 373.84%-360.0pp |
| Employer contribution / active EE | $18,268 | $5,292+245.2% | $4,322+322.7% | $4,755+284.2% |
| Participant deferral / active EE | $13,546 | $6,709+101.9% | $5,821+132.7% | $6,713+101.8% |
| Admin fee / account holder | $13,636 | $13,988-2.5% | $10,601+28.6% | $11,407+19.5% |