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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 | $579,946 | $95,601+506.6% | $77,183+651.4% | $139,456+315.9% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 14.72% | 54.96%-40.2pp | 37.89%-23.2pp | 373.45%-358.7pp |
| Employer contribution / active EE | $4,800 | $3,145+52.6% | $2,534+89.4% | $4,753+1.0% |
| Participant deferral / active EE | $6,840 | $4,623+48.0% | $3,833+78.5% | $6,711+1.9% |
| Admin fee / account holder | $4,608 | $8,302-44.5% | $5,475-15.8% | $11,407-59.6% |