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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 | $568,850 | $115,796+391.3% | $101,264+461.8% | $158,950+257.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 17.34% | 56.15%-38.8pp | 46.48%-29.1pp | 302.91%-285.6pp |
| Employer contribution / active EE | $3,204 | $4,175-23.3% | $3,660-12.5% | $4,762-32.7% |
| Participant deferral / active EE | $13,067 | $4,958+163.6% | $4,370+199.0% | $5,983+118.4% |
| Admin fee / account holder | $2,210 | $7,247-69.5% | $5,947-62.8% | $11,248-80.4% |