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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 | $601,789 | $152,619+294.3% | $125,195+380.7% | $152,909+293.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 17.24% | 54.85%-37.6pp | 43.79%-26.6pp | 345.46%-328.2pp |
| Employer contribution / active EE | $14,804 | $4,947+199.2% | $3,866+282.9% | $4,764+210.7% |
| Participant deferral / active EE | $11,823 | $5,869+101.5% | $4,937+139.4% | $5,851+102.0% |
| Admin fee / account holder | $5,046 | $13,437-62.4% | $9,704-48.0% | $11,601-56.5% |