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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 | $775,048 | $227,597+240.5% | $189,575+308.8% | $167,536+362.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 19.66% | 78.44%-58.8pp | 64.19%-44.5pp | 478.82%-459.2pp |
| Employer contribution / active EE | $22,000 | $5,316+313.8% | $4,412+398.6% | $4,839+354.6% |
| Participant deferral / active EE | $21,667 | $7,002+209.4% | $6,174+251.0% | $6,342+241.6% |
| Admin fee / account holder | $16,667 | $11,877+40.3% | $9,806+70.0% | $12,315+35.3% |