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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 | $547,250 | $157,304+247.9% | $141,197+287.6% | $152,909+257.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 26.57% | 64.34%-37.8pp | 71.41%-44.8pp | 345.46%-318.9pp |
| Employer contribution / active EE | $2,080 | $5,263-60.5% | $4,736-56.1% | $4,764-56.3% |
| Participant deferral / active EE | $3,083 | $7,111-56.6% | $6,710-54.0% | $5,851-47.3% |
| Admin fee / account holder | $3,985 | $12,126-67.1% | $10,265-61.2% | $11,601-65.6% |