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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 | $664,207 | $232,540+185.6% | $185,117+258.8% | $147,586+350.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 29.25% | 43.03%-13.8pp | 40.50%-11.2pp | 578.59%-549.3pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $22,500 | $5,834+285.7% | $5,045+346.0% | $5,439+313.7% |
| Admin fee / account holder | $4,845 | $10,275-52.9% | $8,159-40.6% | $10,886-55.5% |