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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 | $543,291 | $289,211+87.9% | $260,467+108.6% | $198,609+173.5% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 4.21% | 112.90%-108.7pp | 100.60%-96.4pp | 202.70%-198.5pp |
| Employer contribution / active EE | $7,146 | $4,663+53.3% | $4,239+68.6% | $5,055+41.4% |
| Participant deferral / active EE | $22,000 | $6,812+223.0% | $6,319+248.1% | $6,977+215.3% |
| Admin fee / account holder | $10,197 | $16,236-37.2% | $15,461-34.0% | $19,030-46.4% |