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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 | $533,508 | $155,840+242.3% | $124,694+327.9% | $167,553+218.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 14.22% | 17.98%-3.8pp | 5144.82%-5130.6pp | 478.89%-464.7pp |
| Employer contribution / active EE | $3,250 | $4,165-22.0% | $3,325-2.2% | $4,840-32.8% |
| Participant deferral / active EE | $14,567 | $5,675+156.7% | $4,615+215.6% | $6,343+129.7% |
| Admin fee / account holder | $28,110 | $9,536+194.8% | $7,495+275.0% | $12,316+128.2% |