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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 | $489,372 | $126,113+288.0% | $116,096+321.5% | $155,188+215.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 73.3%+26.7pp | 80.8%+19.2pp |
| Annual return | 19.37% | 391.72%-372.4pp | 326.25%-306.9pp | 148.84%-129.5pp |
| Employer contribution / active EE | $11,945 | $2,672+347.1% | $2,503+377.1% | $4,248+181.2% |
| Participant deferral / active EE | $31,000 | $4,162+644.8% | $3,952+684.4% | $6,531+374.6% |
| Admin fee / account holder | $464 | $8,045-94.2% | $7,704-94.0% | $14,480-96.8% |