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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 | $594,698 | $81,696+627.9% | $70,494+743.6% | $158,982+274.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 18.29% | 208.70%-190.4pp | 109.16%-90.9pp | 302.99%-284.7pp |
| Employer contribution / active EE | $1,200 | $3,220-62.7% | $2,738-56.2% | $4,763-74.8% |
| Participant deferral / active EE | $16,500 | $4,558+262.0% | $3,711+344.7% | $5,983+175.8% |
| Admin fee / account holder | $770 | $6,200-87.6% | $3,848-80.0% | $11,252-93.2% |