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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 | $633,496 | $96,643+555.5% | $86,617+631.4% | $139,456+354.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 17.07% | 106.57%-89.5pp | 591.91%-574.8pp | 373.45%-356.4pp |
| Employer contribution / active EE | $4,369 | $3,264+33.9% | $3,023+44.5% | $4,753-8.1% |
| Participant deferral / active EE | $27,500 | $4,835+468.8% | $4,437+519.8% | $6,711+309.8% |
| Admin fee / account holder | $4,141 | $6,406-35.4% | $5,613-26.2% | $11,407-63.7% |