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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 | $603,772 | $105,856+470.4% | $90,161+569.7% | $147,586+309.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 12.08% | 37.63%-25.5pp | 34.89%-22.8pp | 578.59%-566.5pp |
| Employer contribution / active EE | $19,558 | $4,126+374.0% | $3,318+489.4% | $4,876+301.1% |
| Participant deferral / active EE | $4,203 | $5,733-26.7% | $5,287-20.5% | $5,439-22.7% |
| Admin fee / account holder | $7,021 | $8,046-12.7% | $5,943+18.1% | $10,886-35.5% |