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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 | $408,779 | $111,814+265.6% | $93,654+336.5% | $145,959+180.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 15.11% | 203.30%-188.2pp | 133.34%-118.2pp | 561.95%-546.8pp |
| Employer contribution / active EE | $2,327 | $3,092-24.7% | $2,421-3.9% | $4,661-50.1% |
| Participant deferral / active EE | $8,210 | $4,914+67.1% | $4,413+86.1% | $6,689+22.8% |
| Admin fee / account holder | $62,610 | $10,246+511.0% | $8,282+655.9% | $13,398+367.3% |