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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 | $490,919 | $154,754+217.2% | $124,206+295.2% | $138,895+253.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 14.67% | 709.28%-694.6pp | 515.27%-500.6pp | 145.39%-130.7pp |
| Employer contribution / active EE | $31,779 | $4,446+614.7% | $3,540+797.7% | $4,194+657.7% |
| Participant deferral / active EE | $20,300 | $4,621+339.3% | $3,968+411.7% | $6,396+217.4% |
| Admin fee / account holder | $3,089 | $6,690-53.8% | $5,929-47.9% | $12,562-75.4% |