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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 | $554,470 | $228,395+142.8% | $185,861+198.3% | $158,982+248.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 6.36% | 40.82%-34.5pp | 35.96%-29.6pp | 302.99%-296.6pp |
| Employer contribution / active EE | $11,776 | $4,968+137.1% | $4,088+188.1% | $4,763+147.3% |
| Participant deferral / active EE | $13,000 | $6,417+102.6% | $5,634+130.7% | $5,983+117.3% |
| Admin fee / account holder | $4,502 | $11,869-62.1% | $9,503-52.6% | $11,252-60.0% |