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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 | $996,844 | $176,794+463.8% | $146,647+579.8% | $167,553+494.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 21.43% | 24.04%-2.6pp | 22.75%-1.3pp | 478.89%-457.5pp |
| Employer contribution / active EE | $1,742 | $5,161-66.2% | $4,137-57.9% | $4,840-64.0% |
| Participant deferral / active EE | $4,995 | $6,440-22.4% | $5,506-9.3% | $6,343-21.2% |
| Admin fee / account holder | $42,310 | $13,262+219.0% | $10,281+311.6% | $12,316+243.5% |