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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 | $611,386 | $117,433+420.6% | $99,475+514.6% | $152,897+299.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 19.01% | 31.87%-12.9pp | 30.72%-11.7pp | 345.43%-326.4pp |
| Employer contribution / active EE | $3,338 | $3,013+10.8% | $2,540+31.4% | $4,764-29.9% |
| Participant deferral / active EE | $7,841 | $4,086+91.9% | $3,619+116.7% | $5,851+34.0% |
| Admin fee / account holder | $44,303 | $7,634+480.3% | $6,252+608.6% | $11,599+281.9% |