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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 | $499,878 | $157,829+216.7% | $136,867+265.2% | $198,609+151.7% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 11.01% | 51.25%-40.2pp | 42.97%-32.0pp | 202.70%-191.7pp |
| Employer contribution / active EE | $16,717 | $3,923+326.2% | $3,547+371.3% | $5,055+230.7% |
| Participant deferral / active EE | $20,318 | $5,463+271.9% | $4,924+312.7% | $6,977+191.2% |
| Admin fee / account holder | $190,936 | $11,107+1619.0% | $10,340+1746.5% | $19,030+903.3% |