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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 | $544,188 | $132,099+312.0% | $115,599+370.8% | $138,895+291.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 13.58% | 176.76%-163.2pp | 111.10%-97.5pp | 145.39%-131.8pp |
| Employer contribution / active EE | $6,667 | $3,416+95.2% | $2,955+125.6% | $4,194+58.9% |
| Participant deferral / active EE | $20,667 | $5,617+267.9% | $4,889+322.7% | $6,396+223.1% |
| Admin fee / account holder | $4,755 | $15,650-69.6% | $12,841-63.0% | $12,562-62.1% |