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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 | $513,392 | $77,449+562.9% | $69,483+638.9% | $152,909+235.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 18.03% | 39.09%-21.1pp | 28.99%-11.0pp | 345.46%-327.4pp |
| Employer contribution / active EE | $13,971 | $3,316+321.4% | $2,780+402.6% | $4,764+193.3% |
| Participant deferral / active EE | $9,442 | $4,415+113.9% | $3,537+167.0% | $5,851+61.4% |
| Admin fee / account holder | $5,309 | $6,210-14.5% | $3,841+38.2% | $11,601-54.2% |