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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 | $991,421 | $107,030+826.3% | $73,550+1248.0% | $147,586+571.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 16.57% | 38.25%-21.7pp | -15.16%+31.7pp | 578.59%-562.0pp |
| Employer contribution / active EE | $3,333 | $1,760+89.3% | $1,219+173.4% | $4,876-31.6% |
| Participant deferral / active EE | $22,000 | $2,458+795.0% | $1,804+1119.4% | $5,439+304.5% |
| Admin fee / account holder | $7,611 | $3,055+149.1% | $2,320+228.1% | $10,886-30.1% |