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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 | $566,246 | $183,516+208.6% | $155,534+264.1% | $145,884+288.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.18% | 61.43%-52.2pp | 64.92%-55.7pp | 551.85%-542.7pp |
| Employer contribution / active EE | $1,233 | $5,315-76.8% | $4,675-73.6% | $4,662-73.6% |
| Participant deferral / active EE | $3,017 | $6,467-53.3% | $5,630-46.4% | $6,690-54.9% |
| Admin fee / account holder | $51,530 | $19,293+167.1% | $15,900+224.1% | $13,392+284.8% |