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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 | $544,282 | $111,535+388.0% | $105,223+417.3% | $137,256+296.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 14.91% | 237.85%-222.9pp | 180.65%-165.7pp | 220.34%-205.4pp |
| Employer contribution / active EE | $2,224 | $3,939-43.6% | $3,689-39.7% | $4,156-46.5% |
| Participant deferral / active EE | $15,555 | $5,500+182.8% | $5,072+206.7% | $6,407+142.8% |
| Admin fee / account holder | $49,463 | $9,721+408.8% | $8,859+458.3% | $12,270+303.1% |