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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 | $494,328 | $150,346+228.8% | $120,524+310.1% | $145,877+238.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 10.49% | 154.40%-143.9pp | 107.36%-96.9pp | 551.28%-540.8pp |
| Employer contribution / active EE | $3,473 | $4,353-20.2% | $3,469+0.1% | $4,663-25.5% |
| Participant deferral / active EE | $14,590 | $6,172+136.4% | $4,994+192.2% | $6,691+118.1% |
| Admin fee / account holder | $51,688 | $12,215+323.1% | $9,440+447.6% | $13,402+285.7% |