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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 | $655,822 | $176,105+272.4% | $159,474+311.2% | $167,536+291.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.00% | 331.91%-320.9pp | 263.68%-252.7pp | 478.82%-467.8pp |
| Employer contribution / active EE | $12,576 | $5,299+137.3% | $4,831+160.3% | $4,839+159.9% |
| Participant deferral / active EE | $14,372 | $7,751+85.4% | $7,353+95.5% | $6,342+126.6% |
| Admin fee / account holder | $49,634 | $12,559+295.2% | $10,802+359.5% | $12,315+303.1% |