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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 | $387,245 | $105,856+265.8% | $90,161+329.5% | $147,586+162.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 19.33% | 37.63%-18.3pp | 34.89%-15.6pp | 578.59%-559.3pp |
| Employer contribution / active EE | $10,897 | $4,126+164.1% | $3,318+228.4% | $4,876+123.5% |
| Participant deferral / active EE | $14,688 | $5,733+156.2% | $5,287+177.8% | $5,439+170.1% |
| Admin fee / account holder | $2,015 | $8,046-75.0% | $5,943-66.1% | $10,886-81.5% |