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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 | $729,751 | $212,386+243.6% | $199,883+265.1% | $138,895+425.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 13.53% | 47.75%-34.2pp | 43.81%-30.3pp | 145.39%-131.9pp |
| Employer contribution / active EE | $5,172 | $6,625-21.9% | $6,261-17.4% | $4,194+23.3% |
| Participant deferral / active EE | $5,986 | $9,617-37.8% | $9,138-34.5% | $6,396-6.4% |
| Admin fee / account holder | $371,510 | $18,233+1937.6% | $17,268+2051.5% | $12,562+2857.4% |