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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 | $746,954 | $127,790+484.5% | $106,555+601.0% | $167,536+345.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 15.29% | 33.88%-18.6pp | 26.80%-11.5pp | 478.82%-463.5pp |
| Employer contribution / active EE | $4,447 | $3,428+29.7% | $2,819+57.7% | $4,839-8.1% |
| Participant deferral / active EE | $18,167 | $5,088+257.0% | $4,399+313.0% | $6,342+186.4% |
| Admin fee / account holder | $3,539 | $11,229-68.5% | $7,408-52.2% | $12,315-71.3% |