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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 | $503,218 | $100,203+402.2% | $85,240+490.4% | $145,897+244.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 14.24% | 84.28%-70.0pp | 66.75%-52.5pp | 552.29%-538.0pp |
| Employer contribution / active EE | $13,115 | $3,242+304.6% | $2,735+379.5% | $4,663+181.3% |
| Participant deferral / active EE | $5,460 | $5,299+3.0% | $4,527+20.6% | $6,689-18.4% |
| Admin fee / account holder | $47,474 | $7,265+553.5% | $6,165+670.1% | $13,390+254.5% |