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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 | $533,098 | $157,296+238.9% | $141,191+277.6% | $152,897+248.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.91% | 64.34%-46.4pp | 71.41%-53.5pp | 345.43%-327.5pp |
| Employer contribution / active EE | $20,298 | $5,262+285.7% | $4,736+328.6% | $4,764+326.1% |
| Participant deferral / active EE | $10,500 | $7,111+47.7% | $6,710+56.5% | $5,851+79.5% |
| Admin fee / account holder | $3,597 | $12,125-70.3% | $10,264-65.0% | $11,599-69.0% |