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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 | $117,895+680.0% | $102,460+797.5% | $145,897+530.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 16.93% | 31.92%-15.0pp | 29.47%-12.5pp | 552.29%-535.4pp |
| Employer contribution / active EE | $1,804 | $3,619-50.2% | $3,025-40.4% | $4,663-61.3% |
| Participant deferral / active EE | $2,533 | $5,736-55.8% | $5,056-49.9% | $6,689-62.1% |
| Admin fee / account holder | $68,652 | $13,353+414.1% | $9,460+625.7% | $13,390+412.7% |