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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 | $622,483 | $108,882+471.7% | $96,754+543.4% | $154,746+302.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 15.53% | 98.39%-82.9pp | 82.04%-66.5pp | 172.34%-156.8pp |
| Employer contribution / active EE | $14,156 | $3,018+369.0% | $2,679+428.4% | $4,379+223.3% |
| Participant deferral / active EE | $18,787 | $5,323+253.0% | $4,758+294.9% | $6,730+179.1% |
| Admin fee / account holder | $5,886 | $10,200-42.3% | $8,905-33.9% | $14,365-59.0% |