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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 | $517,912 | $111,535+364.4% | $105,223+392.2% | $137,256+277.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 11.87% | 237.85%-226.0pp | 180.65%-168.8pp | 220.34%-208.5pp |
| Employer contribution / active EE | $11,869 | $3,939+201.3% | $3,689+221.8% | $4,156+185.6% |
| Participant deferral / active EE | $16,310 | $5,500+196.6% | $5,072+221.6% | $6,407+154.6% |
| Admin fee / account holder | $58,930 | $9,721+506.2% | $8,859+565.2% | $12,270+380.3% |