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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 | $519,829 | $101,069+414.3% | $81,478+538.0% | $147,585+252.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 13.86% | 32.40%-18.5pp | 38.78%-24.9pp | 578.56%-564.7pp |
| Employer contribution / active EE | $4,116 | $3,205+28.4% | $2,568+60.3% | $4,876-15.6% |
| Participant deferral / active EE | $3,344 | $4,242-21.2% | $3,537-5.5% | $5,439-38.5% |
| Admin fee / account holder | $48,576 | $5,812+735.8% | $4,561+965.0% | $10,885+346.2% |