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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 | $538,419 | $63,346+750.0% | $92,240+483.7% | $70,126+667.8% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 13.63% | 530.19%-516.6pp | 176.29%-162.7pp | 73.15%-59.5pp |
| Employer contribution / active EE | $5,293 | $2,471+114.2% | $3,680+43.8% | $2,343+125.9% |
| Participant deferral / active EE | $13,701 | $2,854+380.1% | $3,897+251.6% | $3,332+311.2% |
| Admin fee / account holder | $3,993 | $3,841+4.0% | $5,194-23.1% | $4,645-14.1% |