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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 | $768,823 | $157,829+387.1% | $136,867+461.7% | $198,609+287.1% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 16.21% | 51.25%-35.0pp | 42.97%-26.8pp | 202.70%-186.5pp |
| Employer contribution / active EE | $23,844 | $3,923+507.8% | $3,547+572.2% | $5,055+371.6% |
| Participant deferral / active EE | $12,388 | $5,463+126.8% | $4,924+151.6% | $6,977+77.6% |
| Admin fee / account holder | $4,491 | $11,107-59.6% | $10,340-56.6% | $19,030-76.4% |