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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 | $554,122 | $125,184+342.6% | $105,607+424.7% | $145,884+279.8% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 16.02% | 225.00%-209.0pp | 116.11%-100.1pp | 551.85%-535.8pp |
| Employer contribution / active EE | $18,083 | $3,720+386.1% | $3,167+471.0% | $4,662+287.8% |
| Participant deferral / active EE | $22,258 | $5,714+289.5% | $5,011+344.2% | $6,690+232.7% |
| Admin fee / account holder | $11,515 | $17,133-32.8% | $10,958+5.1% | $13,392-14.0% |