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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 | $631,135 | $117,846+435.6% | $102,434+516.1% | $145,884+332.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 17.98% | 31.90%-13.9pp | 29.46%-11.5pp | 551.85%-533.9pp |
| Employer contribution / active EE | $11,110 | $3,615+207.3% | $3,023+267.5% | $4,662+138.3% |
| Participant deferral / active EE | $13,955 | $5,733+143.4% | $5,055+176.1% | $6,690+108.6% |
| Admin fee / account holder | $3,900 | $13,356-70.8% | $9,462-58.8% | $13,392-70.9% |