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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 | $593,065 | $99,652+495.1% | $78,778+652.8% | $147,586+301.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 13.07% | 47.28%-34.2pp | 35.62%-22.6pp | 578.59%-565.5pp |
| Employer contribution / active EE | $17,143 | $2,796+513.2% | $1,986+763.3% | $4,876+251.5% |
| Participant deferral / active EE | $9,959 | $3,664+171.8% | $2,958+236.6% | $5,439+83.1% |
| Admin fee / account holder | $16,254 | $7,155+127.2% | $5,134+216.6% | $10,886+49.3% |