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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 | $523,409 | $109,372+378.6% | $89,414+485.4% | $158,966+229.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 11.26% | 345.55%-334.3pp | 245.50%-234.2pp | 302.95%-291.7pp |
| Employer contribution / active EE | $15,268 | $3,171+381.4% | $2,586+490.3% | $4,762+220.6% |
| Participant deferral / active EE | $12,064 | $4,598+162.4% | $3,890+210.2% | $5,983+101.6% |
| Admin fee / account holder | $1,309 | $6,156-78.7% | $4,883-73.2% | $11,250-88.4% |