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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 | $478,323 | $157,829+203.1% | $136,867+249.5% | $198,609+140.8% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 12.78% | 51.25%-38.5pp | 42.97%-30.2pp | 202.70%-189.9pp |
| Employer contribution / active EE | $4,444 | $3,923+13.3% | $3,547+25.3% | $5,055-12.1% |
| Participant deferral / active EE | $12,839 | $5,463+135.0% | $4,924+160.8% | $6,977+84.0% |
| Admin fee / account holder | $58,651 | $11,107+428.0% | $10,340+467.2% | $19,030+208.2% |