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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 | $419,255 | $114,119+267.4% | $107,187+291.1% | $138,895+201.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 12.54% | 273.21%-260.7pp | 204.55%-192.0pp | 145.39%-132.9pp |
| Employer contribution / active EE | $3,062 | $4,059-24.6% | $3,782-19.0% | $4,194-27.0% |
| Participant deferral / active EE | $4,737 | $5,538-14.5% | $5,096-7.1% | $6,396-25.9% |
| Admin fee / account holder | $31,744 | $10,024+216.7% | $9,162+246.5% | $12,562+152.7% |