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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 | $522,373 | $132,634+293.8% | $115,768+351.2% | $137,256+280.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 12.62% | 160.70%-148.1pp | 100.46%-87.8pp | 220.34%-207.7pp |
| Employer contribution / active EE | $2,226 | $3,360-33.7% | $2,940-24.3% | $4,156-46.4% |
| Participant deferral / active EE | $4,273 | $5,619-24.0% | $4,917-13.1% | $6,407-33.3% |
| Admin fee / account holder | $277,884 | $15,028+1749.1% | $12,439+2133.9% | $12,270+2164.7% |