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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 | $541,611 | $157,296+244.3% | $141,191+283.6% | $152,897+254.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.95% | 64.34%-40.4pp | 71.41%-47.5pp | 345.43%-321.5pp |
| Employer contribution / active EE | $32,909 | $5,262+525.4% | $4,736+594.9% | $4,764+590.9% |
| Participant deferral / active EE | $8,233 | $7,111+15.8% | $6,710+22.7% | $5,851+40.7% |
| Admin fee / account holder | $4,283 | $12,125-64.7% | $10,264-58.3% | $11,599-63.1% |