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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 | $612,733 | $129,737+372.3% | $119,126+414.4% | $154,746+296.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 18.86% | 379.08%-360.2pp | 282.11%-263.2pp | 172.34%-153.5pp |
| Employer contribution / active EE | $11,766 | $4,375+169.0% | $4,034+191.7% | $4,379+168.7% |
| Participant deferral / active EE | $8,821 | $5,842+51.0% | $5,318+65.9% | $6,730+31.1% |
| Admin fee / account holder | $4,778 | $11,961-60.1% | $10,693-55.3% | $14,365-66.7% |