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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 | $535,719 | $124,351+330.8% | $109,188+390.6% | $167,553+219.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 24.44% | 26.04%-1.6pp | 25.76%-1.3pp | 478.89%-454.4pp |
| Employer contribution / active EE | $16,128 | $4,210+283.1% | $3,723+333.2% | $4,840+233.2% |
| Participant deferral / active EE | $9,805 | $5,257+86.5% | $4,654+110.7% | $6,343+54.6% |
| Admin fee / account holder | $8,552 | $7,975+7.2% | $6,755+26.6% | $12,316-30.6% |