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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 | $592,819 | $166,020+257.1% | $164,866+259.6% | $145,959+306.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.86% | 100.08%-87.2pp | 69.97%-57.1pp | 561.95%-549.1pp |
| Employer contribution / active EE | $2,115 | $5,275-59.9% | $4,343-51.3% | $4,661-54.6% |
| Participant deferral / active EE | $6,238 | $6,961-10.4% | $6,033+3.4% | $6,689-6.7% |
| Admin fee / account holder | $51,995 | $16,644+212.4% | $12,689+309.8% | $13,398+288.1% |