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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 | $788,635 | $114,119+591.1% | $107,187+635.8% | $138,895+467.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 18.17% | 273.21%-255.0pp | 204.55%-186.4pp | 145.39%-127.2pp |
| Employer contribution / active EE | $9,332 | $4,059+129.9% | $3,782+146.7% | $4,194+122.5% |
| Participant deferral / active EE | $10,505 | $5,538+89.7% | $5,096+106.1% | $6,396+64.2% |
| Admin fee / account holder | $4,415 | $10,024-56.0% | $9,162-51.8% | $12,562-64.9% |