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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 | $818,543 | $91,037+799.1% | $71,671+1042.1% | $147,586+454.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 15.83% | 20.48%-4.6pp | 20.65%-4.8pp | 578.59%-562.8pp |
| Employer contribution / active EE | $4,000 | $3,327+20.2% | $2,460+62.6% | $4,876-18.0% |
| Participant deferral / active EE | $5,300 | $4,498+17.8% | $3,438+54.2% | $5,439-2.6% |
| Admin fee / account holder | $30,925 | $8,613+259.1% | $5,558+456.4% | $10,886+184.1% |