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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 | $755,514 | $176,402+328.3% | $134,162+463.1% | $158,982+375.2% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 13.12% | 63.66%-50.5pp | 36.35%-23.2pp | 302.99%-289.9pp |
| Employer contribution / active EE | $34,262 | $5,042+579.5% | $3,705+824.8% | $4,763+619.4% |
| Participant deferral / active EE | $3,967 | $4,093-3.1% | $3,500+13.3% | $5,983-33.7% |
| Admin fee / account holder | $14,747 | $8,719+69.1% | $6,685+120.6% | $11,252+31.1% |