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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 | $532,446 | $148,629+258.2% | $135,982+291.6% | $139,487+281.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.11% | 79.33%-58.2pp | 68.32%-47.2pp | 373.84%-352.7pp |
| Employer contribution / active EE | $12,859 | $5,247+145.1% | $4,859+164.6% | $4,755+170.5% |
| Participant deferral / active EE | $5,939 | $8,102-26.7% | $7,760-23.5% | $6,713-11.5% |
| Admin fee / account holder | $11,205 | $12,406-9.7% | $10,767+4.1% | $11,407-1.8% |