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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 | $498,523 | $83,337+498.2% | $67,834+634.9% | $273,972+82.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 6.46% | 259.45%-253.0pp | 138.47%-132.0pp | 41.46%-35.0pp |
| Employer contribution / active EE | $16,422 | $3,287+399.6% | $2,403+583.3% | $4,869+237.3% |
| Participant deferral / active EE | $9,947 | $4,088+143.3% | $3,160+214.8% | $5,287+88.1% |
| Admin fee / account holder | $3,368 | $6,752-50.1% | $4,622-27.1% | $10,133-66.8% |