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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 | $666,488 | $162,821+309.3% | $133,978+397.5% | $158,982+319.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 15.51% | 41.95%-26.4pp | 45.10%-29.6pp | 302.99%-287.5pp |
| Employer contribution / active EE | $5,985 | $4,976+20.3% | $3,919+52.7% | $4,763+25.7% |
| Participant deferral / active EE | $4,434 | $5,910-25.0% | $5,047-12.1% | $5,983-25.9% |
| Admin fee / account holder | $44,892 | $11,742+282.3% | $8,930+402.7% | $11,252+299.0% |