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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 | $883,038 | $127,762+591.2% | $106,545+728.8% | $167,497+427.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 19.80% | 33.87%-14.1pp | 26.80%-7.0pp | 478.62%-458.8pp |
| Employer contribution / active EE | $3,750 | $3,427+9.4% | $2,819+33.0% | $4,838-22.5% |
| Participant deferral / active EE | $13,000 | $5,087+155.6% | $4,398+195.6% | $6,341+105.0% |
| Admin fee / account holder | $21,070 | $11,226+87.7% | $7,407+184.4% | $12,310+71.2% |