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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 | $404,357 | $70,366+474.7% | $66,674+506.5% | $138,895+191.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 17.72% | 386.41%-368.7pp | 321.24%-303.5pp | 145.39%-127.7pp |
| Employer contribution / active EE | $3,915 | $2,765+41.6% | $2,620+49.4% | $4,194-6.7% |
| Participant deferral / active EE | $8,370 | $4,374+91.4% | $4,084+104.9% | $6,396+30.9% |
| Admin fee / account holder | $33,639 | $5,262+539.2% | $5,098+559.8% | $12,562+167.8% |