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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 | $562,268 | $157,296+257.5% | $141,191+298.2% | $152,897+267.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.00% | 64.34%-43.3pp | 71.41%-50.4pp | 345.43%-324.4pp |
| Employer contribution / active EE | $2,816 | $5,262-46.5% | $4,736-40.5% | $4,764-40.9% |
| Participant deferral / active EE | $9,748 | $7,111+37.1% | $6,710+45.3% | $5,851+66.6% |
| Admin fee / account holder | $92,074 | $12,125+659.4% | $10,264+797.1% | $11,599+693.8% |