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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 | $576,129 | $175,259+228.7% | $149,723+284.8% | $139,487+313.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 10.75% | 166.82%-156.1pp | 134.50%-123.7pp | 373.84%-363.1pp |
| Employer contribution / active EE | $4,953 | $5,478-9.6% | $4,821+2.7% | $4,755+4.2% |
| Participant deferral / active EE | $2,348 | $6,522-64.0% | $5,682-58.7% | $6,713-65.0% |
| Admin fee / account holder | $426,353 | $16,158+2538.6% | $13,215+3126.3% | $11,407+3637.5% |