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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 | $832,084 | $185,141+349.4% | $153,416+442.4% | $155,188+436.2% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 80.8%+19.2pp |
| Annual return | 10.19% | 18.72%-8.5pp | 17.84%-7.6pp | 148.84%-138.6pp |
| Employer contribution / active EE | $22,222 | $4,489+395.0% | $3,764+490.4% | $4,248+423.1% |
| Participant deferral / active EE | $9,056 | $5,477+65.4% | $4,723+91.7% | $6,531+38.7% |
| Admin fee / account holder | $105,427 | $16,005+558.7% | $13,095+705.1% | $14,480+628.1% |