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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 | $526,378 | $165,361+218.3% | $149,715+251.6% | $158,950+231.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.18% | 348.24%-336.1pp | 276.66%-264.5pp | 302.91%-290.7pp |
| Employer contribution / active EE | $1,183 | $5,103-76.8% | $4,645-74.5% | $4,762-75.2% |
| Participant deferral / active EE | $19,500 | $7,182+171.5% | $6,842+185.0% | $5,983+225.9% |
| Admin fee / account holder | $3,127 | $10,808-71.1% | $9,310-66.4% | $11,248-72.2% |