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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 | $471,848 | $152,612+209.2% | $125,192+276.9% | $152,897+208.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 17.51% | 54.85%-37.3pp | 43.79%-26.3pp | 345.43%-327.9pp |
| Employer contribution / active EE | $23,140 | $4,947+367.7% | $3,866+498.6% | $4,764+385.8% |
| Participant deferral / active EE | $14,676 | $5,868+150.1% | $4,937+197.2% | $5,851+150.8% |
| Admin fee / account holder | $7,165 | $13,437-46.7% | $9,704-26.2% | $11,599-38.2% |