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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 | $511,414 | $105,856+383.1% | $90,161+467.2% | $147,586+246.5% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 61.18% | 37.63%+23.6pp | 34.89%+26.3pp | 578.59%-517.4pp |
| Employer contribution / active EE | $2,821 | $4,126-31.6% | $3,318-15.0% | $4,876-42.2% |
| Participant deferral / active EE | $2,293 | $5,733-60.0% | $5,287-56.6% | $5,439-57.8% |
| Admin fee / account holder | $12,687 | $8,046+57.7% | $5,943+113.5% | $10,886+16.5% |