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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 | $701,895 | $157,304+346.2% | $141,197+397.1% | $152,909+359.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.69% | 64.34%-42.7pp | 71.41%-49.7pp | 345.46%-323.8pp |
| Employer contribution / active EE | $1,906 | $5,263-63.8% | $4,736-59.8% | $4,764-60.0% |
| Participant deferral / active EE | $11,185 | $7,111+57.3% | $6,710+66.7% | $5,851+91.1% |
| Admin fee / account holder | $109,346 | $12,126+801.8% | $10,265+965.3% | $11,601+842.6% |