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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 | $540,238 | $160,040+237.6% | $147,096+267.3% | $145,877+270.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.04% | 98.49%-83.5pp | 419.75%-404.7pp | 551.28%-536.2pp |
| Employer contribution / active EE | $2,927 | $5,289-44.7% | $4,936-40.7% | $4,663-37.2% |
| Participant deferral / active EE | $17,044 | $8,429+102.2% | $8,071+111.2% | $6,691+154.8% |
| Admin fee / account holder | $84,072 | $15,050+458.6% | $13,005+546.4% | $13,402+527.3% |