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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 | $714,138 | $112,131+536.9% | $95,964+644.2% | $158,982+349.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 14.25% | 171.19%-156.9pp | 91.64%-77.4pp | 302.99%-288.7pp |
| Employer contribution / active EE | $1,499 | $3,199-53.1% | $2,541-41.0% | $4,763-68.5% |
| Participant deferral / active EE | $6,689 | $4,784+39.8% | $4,167+60.5% | $5,983+11.8% |
| Admin fee / account holder | $26,909 | $10,136+165.5% | $6,797+295.9% | $11,252+139.2% |