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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 | $634,624 | $124,351+410.3% | $109,188+481.2% | $167,553+278.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 12.69% | 26.04%-13.4pp | 25.76%-13.1pp | 478.89%-466.2pp |
| Employer contribution / active EE | $36,860 | $4,210+775.6% | $3,723+890.0% | $4,840+661.6% |
| Participant deferral / active EE | $9,709 | $5,257+84.7% | $4,654+108.6% | $6,343+53.1% |
| Admin fee / account holder | $2,980 | $7,975-62.6% | $6,755-55.9% | $12,316-75.8% |