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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 | $618,119 | $118,708+420.7% | $98,920+524.9% | $158,966+288.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 16.47% | 372.49%-356.0pp | 196.47%-180.0pp | 302.95%-286.5pp |
| Employer contribution / active EE | $5,367 | $3,334+61.0% | $2,689+99.6% | $4,762+12.7% |
| Participant deferral / active EE | $8,157 | $5,089+60.3% | $4,245+92.2% | $5,983+36.3% |
| Admin fee / account holder | $4,511 | $10,134-55.5% | $6,643-32.1% | $11,250-59.9% |