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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 | $509,972 | $152,619+234.1% | $125,195+307.3% | $152,909+233.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 27.20% | 54.85%-27.6pp | 43.79%-16.6pp | 345.46%-318.3pp |
| Employer contribution / active EE | $2,701 | $4,947-45.4% | $3,866-30.1% | $4,764-43.3% |
| Participant deferral / active EE | $11,306 | $5,869+92.6% | $4,937+129.0% | $5,851+93.2% |
| Admin fee / account holder | $54,946 | $13,437+308.9% | $9,704+466.2% | $11,601+373.6% |