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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 | $468,141 | $108,912+329.8% | $100,383+366.4% | $145,959+220.7% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 39.69% | 57.96%-18.3pp | 49.26%-9.6pp | 561.95%-522.3pp |
| Employer contribution / active EE | $4,060 | $4,423-8.2% | $3,944+2.9% | $4,661-12.9% |
| Participant deferral / active EE | $20,740 | $8,451+145.4% | $8,086+156.5% | $6,689+210.1% |
| Admin fee / account holder | $121,910 | $9,690+1158.1% | $7,900+1443.2% | $13,398+809.9% |