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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 | $919,554 | $117,829+680.4% | $102,423+797.8% | $145,877+530.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 16.93% | 31.83%-14.9pp | 29.42%-12.5pp | 551.28%-534.4pp |
| Employer contribution / active EE | $1,804 | $3,615-50.1% | $3,023-40.3% | $4,663-61.3% |
| Participant deferral / active EE | $2,533 | $5,732-55.8% | $5,054-49.9% | $6,691-62.1% |
| Admin fee / account holder | $68,652 | $13,335+414.8% | $9,455+626.1% | $13,402+412.2% |