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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 | $540,835 | $149,040+262.9% | $120,225+349.9% | $137,256+294.0% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 15.39% | 605.68%-590.3pp | 439.23%-423.8pp | 220.34%-205.0pp |
| Employer contribution / active EE | $34,344 | $4,350+689.5% | $3,475+888.2% | $4,156+726.4% |
| Participant deferral / active EE | $4,125 | $4,655-11.4% | $3,999+3.2% | $6,407-35.6% |
| Admin fee / account holder | $3,438 | $6,348-45.8% | $5,696-39.6% | $12,270-72.0% |