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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 | $452,722 | $108,942+315.6% | $100,415+350.9% | $145,897+210.3% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 12.77% | 58.27%-45.5pp | 49.47%-36.7pp | 552.29%-539.5pp |
| Employer contribution / active EE | $1,200 | $4,422-72.9% | $3,943-69.6% | $4,663-74.3% |
| Participant deferral / active EE | $17,426 | $8,461+106.0% | $8,091+115.4% | $6,689+160.5% |
| Admin fee / account holder | $111,765 | $9,702+1052.0% | $7,906+1313.7% | $13,390+734.7% |