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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 | $514,835 | $103,393+397.9% | $87,103+491.1% | $152,909+236.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 16.13% | 28.10%-12.0pp | 28.19%-12.1pp | 345.46%-329.3pp |
| Employer contribution / active EE | $24,427 | $3,221+658.3% | $2,521+868.7% | $4,764+412.7% |
| Participant deferral / active EE | $19,000 | $4,778+297.6% | $4,049+369.3% | $5,851+224.7% |
| Admin fee / account holder | $4,615 | $12,195-62.2% | $7,491-38.4% | $11,601-60.2% |