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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 | $520,568 | $95,406+445.6% | $185,849+180.1% | $85,847+506.4% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 17.41% | 23.59%-6.2pp | 122.10%-104.7pp | 318.61%-301.2pp |
| Employer contribution / active EE | $3,281 | $3,314-1.0% | $5,169-36.5% | $2,565+27.9% |
| Participant deferral / active EE | $7,694 | $3,424+124.7% | $5,569+38.2% | $3,952+94.7% |
| Admin fee / account holder | $17,177 | $7,214+138.1% | $16,244+5.7% | $6,261+174.4% |