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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 | $535,865 | $211,105+153.8% | $178,449+200.3% | $145,978+267.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.56% | 30.19%-15.6pp | 27.09%-12.5pp | 550.52%-536.0pp |
| Employer contribution / active EE | $12,000 | $4,569+162.7% | $3,951+203.7% | $4,662+157.4% |
| Participant deferral / active EE | $15,050 | $6,959+116.3% | $6,277+139.8% | $6,690+125.0% |
| Admin fee / account holder | $4,688 | $12,017-61.0% | $10,362-54.8% | $13,400-65.0% |