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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 | $535,686 | $118,708+351.3% | $98,920+441.5% | $158,966+237.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 17.88% | 372.49%-354.6pp | 196.47%-178.6pp | 302.95%-285.1pp |
| Employer contribution / active EE | $4,805 | $3,334+44.1% | $2,689+78.7% | $4,762+0.9% |
| Participant deferral / active EE | $16,891 | $5,089+231.9% | $4,245+297.9% | $5,983+182.3% |
| Admin fee / account holder | $974 | $10,134-90.4% | $6,643-85.3% | $11,250-91.3% |