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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 | $162,529+232.8% | $130,788+313.5% | $154,746+249.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 15.39% | 510.48%-495.1pp | 386.44%-371.1pp | 172.34%-157.0pp |
| Employer contribution / active EE | $34,344 | $4,447+672.2% | $3,558+865.3% | $4,379+684.3% |
| Participant deferral / active EE | $4,125 | $4,808-14.2% | $4,137-0.3% | $6,730-38.7% |
| Admin fee / account holder | $3,438 | $7,669-55.2% | $6,673-48.5% | $14,365-76.1% |