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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 | $656,825 | $129,737+406.3% | $119,126+451.4% | $154,746+324.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 15.88% | 379.08%-363.2pp | 282.11%-266.2pp | 172.34%-156.5pp |
| Employer contribution / active EE | $7,787 | $4,375+78.0% | $4,034+93.0% | $4,379+77.8% |
| Participant deferral / active EE | $20,667 | $5,842+253.8% | $5,318+288.6% | $6,730+207.1% |
| Admin fee / account holder | $3,176 | $11,961-73.4% | $10,693-70.3% | $14,365-77.9% |