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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 | $539,604 | $115,814+365.9% | $101,275+432.8% | $158,982+239.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 11.10% | 56.16%-45.1pp | 46.48%-35.4pp | 302.99%-291.9pp |
| Employer contribution / active EE | $25,437 | $4,176+509.2% | $3,660+595.0% | $4,763+434.1% |
| Participant deferral / active EE | $3,997 | $4,958-19.4% | $4,371-8.5% | $5,983-33.2% |
| Admin fee / account holder | $4,022 | $7,249-44.5% | $5,948-32.4% | $11,252-64.3% |