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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 | $603,462 | $115,917+420.6% | $100,535+500.2% | $158,982+279.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 8.97% | 34.80%-25.8pp | 30.90%-21.9pp | 302.99%-294.0pp |
| Employer contribution / active EE | $1,026 | $4,105-75.0% | $3,419-70.0% | $4,763-78.5% |
| Participant deferral / active EE | $3,370 | $6,677-49.5% | $6,271-46.3% | $5,983-43.7% |
| Admin fee / account holder | $82,439 | $11,002+649.3% | $8,085+919.7% | $11,252+632.7% |