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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 | $501,071 | $110,337+354.1% | $102,383+389.4% | $145,877+243.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.80% | 24.83%-11.0pp | 24.94%-11.1pp | 551.28%-537.5pp |
| Employer contribution / active EE | $7,939 | $4,216+88.3% | $3,870+105.1% | $4,663+70.3% |
| Participant deferral / active EE | $11,065 | $5,621+96.9% | $5,060+118.7% | $6,691+65.4% |
| Admin fee / account holder | $41,765 | $9,750+328.4% | $8,391+397.7% | $13,402+211.6% |