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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 | $691,724 | $124,351+456.3% | $109,188+533.5% | $167,553+312.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 15.02% | 26.04%-11.0pp | 25.76%-10.7pp | 478.89%-463.9pp |
| Employer contribution / active EE | $10,408 | $4,210+147.2% | $3,723+179.6% | $4,840+115.1% |
| Participant deferral / active EE | $5,194 | $5,257-1.2% | $4,654+11.6% | $6,343-18.1% |
| Admin fee / account holder | $32,500 | $7,975+307.5% | $6,755+381.1% | $12,316+163.9% |