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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 | $486,313 | $104,953+363.4% | $84,637+474.6% | $152,909+218.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 18.58% | 373.94%-355.4pp | 258.82%-240.2pp | 345.46%-326.9pp |
| Employer contribution / active EE | $1,281 | $3,304-61.2% | $2,653-51.7% | $4,764-73.1% |
| Participant deferral / active EE | $8,000 | $4,691+70.6% | $3,900+105.1% | $5,851+36.7% |
| Admin fee / account holder | $14,051 | $6,244+125.0% | $4,914+185.9% | $11,601+21.1% |