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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 | $376,358 | $165,399+127.5% | $149,745+151.3% | $158,982+136.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.67% | 348.34%-329.7pp | 276.72%-258.1pp | 302.99%-284.3pp |
| Employer contribution / active EE | $1,500 | $5,105-70.6% | $4,646-67.7% | $4,763-68.5% |
| Participant deferral / active EE | $51,000 | $7,183+610.0% | $6,843+645.3% | $5,983+752.3% |
| Admin fee / account holder | $1,329,380 | $10,811+12196.4% | $9,312+14176.4% | $11,252+11715.1% |