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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 | $462,276 | $115,814+299.2% | $101,275+356.5% | $158,982+190.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 51.68% | 56.16%-4.5pp | 46.48%+5.2pp | 302.99%-251.3pp |
| Employer contribution / active EE | $1,600 | $4,176-61.7% | $3,660-56.3% | $4,763-66.4% |
| Participant deferral / active EE | $26,000 | $4,958+424.4% | $4,371+494.9% | $5,983+334.5% |
| Admin fee / account holder | $1,814 | $7,249-75.0% | $5,948-69.5% | $11,252-83.9% |