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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 | $419,414 | $129,737+223.3% | $119,126+252.1% | $154,746+171.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 10.43% | 379.08%-368.6pp | 282.11%-271.7pp | 172.34%-161.9pp |
| Employer contribution / active EE | $12,292 | $4,375+181.0% | $4,034+204.7% | $4,379+180.7% |
| Participant deferral / active EE | $31,000 | $5,842+430.7% | $5,318+482.9% | $6,730+360.6% |
| Admin fee / account holder | $2,570 | $11,961-78.5% | $10,693-76.0% | $14,365-82.1% |