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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 | $166,242+256.6% | $165,071+259.1% | $145,884+306.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.86% | 100.44%-87.6pp | 70.17%-57.3pp | 551.85%-539.0pp |
| Employer contribution / active EE | $2,115 | $5,283-60.0% | $4,347-51.4% | $4,662-54.6% |
| Participant deferral / active EE | $6,238 | $6,964-10.4% | $6,035+3.4% | $6,690-6.8% |
| Admin fee / account holder | $51,995 | $16,658+212.1% | $12,695+309.6% | $13,392+288.3% |