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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 | $545,157 | $167,030+226.4% | $135,768+301.5% | $155,188+251.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 18.20% | 678.39%-660.2pp | 526.10%-507.9pp | 148.84%-130.6pp |
| Employer contribution / active EE | $10,936 | $4,132+164.6% | $3,394+222.2% | $4,248+157.5% |
| Participant deferral / active EE | $21,500 | $4,528+374.9% | $3,977+440.6% | $6,531+229.2% |
| Admin fee / account holder | $4,675 | $8,172-42.8% | $7,048-33.7% | $14,480-67.7% |