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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 | $782,646 | $211,224+270.5% | $178,505+338.4% | $145,897+436.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 29.00% | 30.28%-1.3pp | 27.16%+1.8pp | 552.29%-523.3pp |
| Employer contribution / active EE | $5,500 | $4,577+20.2% | $3,955+39.1% | $4,663+18.0% |
| Participant deferral / active EE | $0 | $6,966-100.0% | $6,280-100.0% | $6,689-100.0% |
| Admin fee / account holder | $6,514 | $12,109-46.2% | $10,428-37.5% | $13,390-51.4% |