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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 | $423,450 | $117,829+259.4% | $102,423+313.4% | $145,877+190.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 25.27% | 31.83%-6.6pp | 29.42%-4.2pp | 551.28%-526.0pp |
| Employer contribution / active EE | $14,337 | $3,615+296.6% | $3,023+374.3% | $4,663+207.5% |
| Participant deferral / active EE | $14,921 | $5,732+160.3% | $5,054+195.2% | $6,691+123.0% |
| Admin fee / account holder | $41,713 | $13,335+212.8% | $9,455+341.2% | $13,402+211.2% |