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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 | $385,142 | $90,397+326.1% | $76,002+406.8% | $145,959+163.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 9.41% | 621.97%-612.6pp | 360.07%-350.7pp | 561.95%-552.5pp |
| Employer contribution / active EE | $18,810 | $3,317+467.1% | $2,688+599.7% | $4,661+303.6% |
| Participant deferral / active EE | $18,123 | $5,163+251.0% | $4,257+325.8% | $6,689+171.0% |
| Admin fee / account holder | $2,793 | $8,369-66.6% | $6,414-56.4% | $13,398-79.2% |