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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 | $502,275 | $129,737+287.1% | $119,126+321.6% | $154,746+224.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 14.97% | 379.08%-364.1pp | 282.11%-267.1pp | 172.34%-157.4pp |
| Employer contribution / active EE | $3,389 | $4,375-22.5% | $4,034-16.0% | $4,379-22.6% |
| Participant deferral / active EE | $11,387 | $5,842+94.9% | $5,318+114.1% | $6,730+69.2% |
| Admin fee / account holder | $38,905 | $11,961+225.3% | $10,693+263.8% | $14,365+170.8% |