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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 | $967,207 | $152,619+533.7% | $125,195+672.6% | $152,909+532.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 13.71% | 54.85%-41.1pp | 43.79%-30.1pp | 345.46%-331.8pp |
| Employer contribution / active EE | $49,667 | $4,947+903.9% | $3,866+1184.7% | $4,764+942.6% |
| Participant deferral / active EE | $8,333 | $5,869+42.0% | $4,937+68.8% | $5,851+42.4% |
| Admin fee / account holder | $14,759 | $13,437+9.8% | $9,704+52.1% | $11,601+27.2% |