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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 | $847,405 | $162,821+420.5% | $133,978+532.5% | $158,982+433.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 14.21% | 41.95%-27.7pp | 45.10%-30.9pp | 302.99%-288.8pp |
| Employer contribution / active EE | $1,735 | $4,976-65.1% | $3,919-55.7% | $4,763-63.6% |
| Participant deferral / active EE | $5,080 | $5,910-14.0% | $5,047+0.6% | $5,983-15.1% |
| Admin fee / account holder | $36,578 | $11,742+211.5% | $8,930+309.6% | $11,252+225.1% |