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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 | $527,581 | $114,119+362.3% | $107,187+392.2% | $138,895+279.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 16.88% | 273.21%-256.3pp | 204.55%-187.7pp | 145.39%-128.5pp |
| Employer contribution / active EE | $28,068 | $4,059+591.5% | $3,782+642.1% | $4,194+569.2% |
| Participant deferral / active EE | $26,653 | $5,538+381.3% | $5,096+423.0% | $6,396+316.7% |
| Admin fee / account holder | $2,984 | $10,024-70.2% | $9,162-67.4% | $12,562-76.3% |