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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 | $524,241 | $100,147+423.5% | $81,286+544.9% | $145,877+259.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 12.92% | 34.44%-21.5pp | 24.80%-11.9pp | 551.28%-538.4pp |
| Employer contribution / active EE | $12,462 | $2,977+318.6% | $2,463+406.0% | $4,663+167.2% |
| Participant deferral / active EE | $2,843 | $4,607-38.3% | $3,883-26.8% | $6,691-57.5% |
| Admin fee / account holder | $3,401 | $8,201-58.5% | $5,764-41.0% | $13,402-74.6% |