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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 | $483,699 | $157,276+207.5% | $141,177+242.6% | $152,885+216.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 62.11% | 64.33%-2.2pp | 71.40%-9.3pp | 345.39%-283.3pp |
| Employer contribution / active EE | $1,893 | $5,262-64.0% | $4,736-60.0% | $4,763-60.3% |
| Participant deferral / active EE | $12,781 | $7,110+79.8% | $6,710+90.5% | $5,851+118.4% |
| Admin fee / account holder | $30,256 | $12,123+149.6% | $10,263+194.8% | $11,598+160.9% |