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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 | $486,388 | $101,618+378.6% | $93,063+422.6% | $137,256+254.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 20.69% | 223.95%-203.3pp | 34.15%-13.5pp | 220.34%-199.6pp |
| Employer contribution / active EE | $5,987 | $2,707+121.2% | $2,476+141.8% | $4,156+44.1% |
| Participant deferral / active EE | $63,950 | $4,279+1394.4% | $3,958+1515.6% | $6,407+898.2% |
| Admin fee / account holder | $2,878 | $6,198-53.6% | $6,033-52.3% | $12,270-76.5% |