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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 | $542,288 | $176,794+206.7% | $146,647+269.8% | $167,553+223.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 10.82% | 24.04%-13.2pp | 22.75%-11.9pp | 478.89%-468.1pp |
| Employer contribution / active EE | $5,552 | $5,161+7.6% | $4,137+34.2% | $4,840+14.7% |
| Participant deferral / active EE | $10,183 | $6,440+58.1% | $5,506+84.9% | $6,343+60.6% |
| Admin fee / account holder | $252,689 | $13,262+1805.3% | $10,281+2357.9% | $12,316+1951.7% |