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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 | $559,365 | $232,540+140.5% | $185,117+202.2% | $147,585+279.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 16.31% | 43.03%-26.7pp | 40.50%-24.2pp | 578.58%-562.3pp |
| Employer contribution / active EE | $1,709 | $5,195-67.1% | $4,182-59.1% | $4,876-65.0% |
| Participant deferral / active EE | $5,216 | $5,834-10.6% | $5,045+3.4% | $5,439-4.1% |
| Admin fee / account holder | $30,224 | $10,275+194.1% | $8,159+270.4% | $10,886+177.6% |