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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 | $139,948+273.3% | $121,663+329.4% | $154,746+237.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 12.62% | 230.52%-217.9pp | 147.54%-134.9pp | 172.34%-159.7pp |
| Employer contribution / active EE | $2,226 | $3,521-36.8% | $3,020-26.3% | $4,379-49.2% |
| Participant deferral / active EE | $4,273 | $5,629-24.1% | $4,887-12.6% | $6,730-36.5% |
| Admin fee / account holder | $277,884 | $17,321+1504.3% | $14,289+1844.7% | $14,365+1834.4% |