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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 | $765,322 | $152,619+401.5% | $125,195+511.3% | $152,909+400.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 24.23% | 54.85%-30.6pp | 43.79%-19.6pp | 345.46%-321.2pp |
| Employer contribution / active EE | $1,725 | $4,947-65.1% | $3,866-55.4% | $4,764-63.8% |
| Participant deferral / active EE | $4,940 | $5,869-15.8% | $4,937+0.1% | $5,851-15.6% |
| Admin fee / account holder | $27,941 | $13,437+107.9% | $9,704+187.9% | $11,601+140.9% |