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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 | $514,730 | $157,296+227.2% | $141,191+264.6% | $152,897+236.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.81% | 64.34%-45.5pp | 71.41%-52.6pp | 345.43%-326.6pp |
| Employer contribution / active EE | $2,771 | $5,262-47.3% | $4,736-41.5% | $4,764-41.8% |
| Participant deferral / active EE | $22,545 | $7,111+217.1% | $6,710+236.0% | $5,851+285.3% |
| Admin fee / account holder | $2,907 | $12,125-76.0% | $10,264-71.7% | $11,599-74.9% |