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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 | $843,476 | $157,829+434.4% | $136,867+516.3% | $198,609+324.7% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 17.37% | 51.25%-33.9pp | 42.97%-25.6pp | 202.70%-185.3pp |
| Employer contribution / active EE | $16,616 | $3,923+323.6% | $3,547+368.5% | $5,055+228.7% |
| Participant deferral / active EE | $15,136 | $5,463+177.1% | $4,924+207.4% | $6,977+117.0% |
| Admin fee / account holder | $5,328 | $11,107-52.0% | $10,340-48.5% | $19,030-72.0% |