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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 | $419,216 | $109,411+283.2% | $89,435+368.7% | $158,982+163.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 10.24% | 345.68%-335.4pp | 245.55%-235.3pp | 302.99%-292.7pp |
| Employer contribution / active EE | $5,581 | $3,173+75.9% | $2,587+115.7% | $4,763+17.2% |
| Participant deferral / active EE | $3,161 | $4,600-31.3% | $3,890-18.7% | $5,983-47.2% |
| Admin fee / account holder | $30,650 | $6,159+397.7% | $4,884+527.5% | $11,252+172.4% |