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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 | $481,514 | $117,829+308.7% | $102,423+370.1% | $145,877+230.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 16.14% | 31.83%-15.7pp | 29.42%-13.3pp | 551.28%-535.1pp |
| Employer contribution / active EE | $16,016 | $3,615+343.1% | $3,023+429.8% | $4,663+243.5% |
| Participant deferral / active EE | $18,299 | $5,732+219.2% | $5,054+262.0% | $6,691+173.5% |
| Admin fee / account holder | $21,848 | $13,335+63.8% | $9,455+131.1% | $13,402+63.0% |