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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 | $571,616 | $152,612+274.6% | $125,192+356.6% | $152,897+273.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 21.01% | 54.85%-33.8pp | 43.79%-22.8pp | 345.43%-324.4pp |
| Employer contribution / active EE | $16,232 | $4,947+228.1% | $3,866+319.9% | $4,764+240.8% |
| Participant deferral / active EE | $15,040 | $5,868+156.3% | $4,937+204.6% | $5,851+157.0% |
| Admin fee / account holder | $2,427 | $13,437-81.9% | $9,704-75.0% | $11,599-79.1% |