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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 | $554,547 | $69,248+700.8% | $64,101+765.1% | $139,466+297.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 26.74% | 45.95%-19.2pp | 33.72%-7.0pp | 373.66%-346.9pp |
| Employer contribution / active EE | $11,746 | $3,185+268.8% | $2,749+327.3% | $4,754+147.1% |
| Participant deferral / active EE | $9,862 | $4,682+110.6% | $3,881+154.1% | $6,712+46.9% |
| Admin fee / account holder | $3,771 | $4,247-11.2% | $3,070+22.8% | $11,409-66.9% |