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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 | $449,274 | $72,071+523.4% | $68,368+557.1% | $137,256+227.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 15.79% | 353.14%-337.3pp | 292.57%-276.8pp | 220.34%-204.5pp |
| Employer contribution / active EE | $11,740 | $2,788+321.1% | $2,649+343.2% | $4,156+182.5% |
| Participant deferral / active EE | $10,407 | $4,410+136.0% | $4,123+152.4% | $6,407+62.4% |
| Admin fee / account holder | $2,451 | $5,336-54.1% | $5,150-52.4% | $12,270-80.0% |