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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 | $501,134 | $107,015+368.3% | $73,545+581.4% | $147,585+239.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 14.53% | 38.25%-23.7pp | -15.16%+29.7pp | 578.57%-564.0pp |
| Employer contribution / active EE | $15,488 | $1,760+780.0% | $1,219+1170.6% | $4,876+217.6% |
| Participant deferral / active EE | $14,000 | $2,462+468.7% | $1,806+675.2% | $5,439+157.4% |
| Admin fee / account holder | $4,208 | $3,055+37.7% | $2,320+81.4% | $10,885-61.3% |