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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 | $505,019 | $116,203+334.6% | $93,621+439.4% | $152,909+230.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 14.37% | 35.96%-21.6pp | 32.76%-18.4pp | 345.46%-331.1pp |
| Employer contribution / active EE | $9,183 | $3,219+185.3% | $2,719+237.8% | $4,764+92.8% |
| Participant deferral / active EE | $3,635 | $4,605-21.1% | $4,070-10.7% | $5,851-37.9% |
| Admin fee / account holder | $7,889 | $10,751-26.6% | $7,8900% | $11,601-32.0% |