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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 | $586,765 | $104,251+462.8% | $91,004+544.8% | $147,586+297.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 14.92% | 27.06%-12.1pp | 4.60%+10.3pp | 578.59%-563.7pp |
| Employer contribution / active EE | $9,701 | $3,116+211.4% | $2,456+295.0% | $4,876+98.9% |
| Participant deferral / active EE | $16,553 | $4,195+294.6% | $3,548+366.6% | $5,439+204.4% |
| Admin fee / account holder | $2,251 | $8,948-74.8% | $5,417-58.4% | $10,886-79.3% |