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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 | $507,153 | $289,211+75.4% | $260,467+94.7% | $198,609+155.4% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 12.40% | 112.90%-100.5pp | 100.60%-88.2pp | 202.70%-190.3pp |
| Employer contribution / active EE | $0 | $4,663-100.0% | $4,239-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $126,470 | $6,812+1756.5% | $6,319+1901.3% | $6,977+1712.7% |
| Admin fee / account holder | $34,068 | $16,236+109.8% | $15,461+120.3% | $19,030+79.0% |