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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 | $539,041 | $124,346+333.5% | $111,306+384.3% | $167,553+221.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 10.24% | 37.46%-27.2pp | 54.67%-44.4pp | 478.89%-468.7pp |
| Employer contribution / active EE | $11,412 | $3,438+232.0% | $2,732+317.7% | $4,840+135.8% |
| Participant deferral / active EE | $15,875 | $5,182+206.4% | $4,488+253.8% | $6,343+150.3% |
| Admin fee / account holder | $57,524 | $10,623+441.5% | $7,966+622.1% | $12,316+367.1% |