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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 | $516,994 | $77,449+567.5% | $69,483+644.1% | $152,909+238.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 25.39% | 39.09%-13.7pp | 28.99%-3.6pp | 345.46%-320.1pp |
| Employer contribution / active EE | $2,146 | $3,316-35.3% | $2,780-22.8% | $4,764-55.0% |
| Participant deferral / active EE | $15,725 | $4,415+256.2% | $3,537+344.6% | $5,851+168.7% |
| Admin fee / account holder | $25,641 | $6,210+312.9% | $3,841+567.6% | $11,601+121.0% |