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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 | $408,486 | $166,131+145.9% | $164,975+147.6% | $145,877+180.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.01% | 100.37%-90.4pp | 70.12%-60.1pp | 551.28%-541.3pp |
| Employer contribution / active EE | $2,608 | $5,276-50.6% | $4,343-39.9% | $4,663-44.1% |
| Participant deferral / active EE | $10,167 | $6,962+46.0% | $6,033+68.5% | $6,691+52.0% |
| Admin fee / account holder | $475,259 | $16,648+2754.8% | $12,688+3645.7% | $13,402+3446.1% |