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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 | $612,773 | $100,811+507.8% | $86,698+606.8% | $134,545+355.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | 16.28% | 29.11%-12.8pp | 35.96%-19.7pp | 418.37%-402.1pp |
| Employer contribution / active EE | $19,188 | $3,490+449.8% | $2,837+576.4% | $4,742+304.7% |
| Participant deferral / active EE | $17,875 | $5,339+234.8% | $4,656+283.9% | $6,401+179.2% |
| Admin fee / account holder | $10,951 | $10,926+0.2% | $7,492+46.2% | $11,431-4.2% |