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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 | $553,324 | $132,634+317.2% | $115,768+378.0% | $137,256+303.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 18.74% | 160.70%-142.0pp | 100.46%-81.7pp | 220.34%-201.6pp |
| Employer contribution / active EE | $4,752 | $3,360+41.4% | $2,940+61.6% | $4,156+14.3% |
| Participant deferral / active EE | $7,213 | $5,619+28.4% | $4,917+46.7% | $6,407+12.6% |
| Admin fee / account holder | $5,736 | $15,028-61.8% | $12,439-53.9% | $12,270-53.3% |