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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 | $492,039 | $152,619+222.4% | $125,195+293.0% | $152,909+221.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 12.55% | 54.85%-42.3pp | 43.79%-31.2pp | 345.46%-332.9pp |
| Employer contribution / active EE | $34,673 | $4,947+600.8% | $3,866+796.8% | $4,764+627.8% |
| Participant deferral / active EE | $22,000 | $5,869+274.9% | $4,937+345.6% | $5,851+276.0% |
| Admin fee / account holder | $4,148 | $13,437-69.1% | $9,704-57.3% | $11,601-64.2% |