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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 | $531,391 | $129,737+309.6% | $119,126+346.1% | $154,746+243.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 13.99% | 379.08%-365.1pp | 282.11%-268.1pp | 172.34%-158.3pp |
| Employer contribution / active EE | $38,555 | $4,375+781.3% | $4,034+855.8% | $4,379+780.4% |
| Participant deferral / active EE | $9,214 | $5,842+57.7% | $5,318+73.3% | $6,730+36.9% |
| Admin fee / account holder | $3,510 | $11,961-70.7% | $10,693-67.2% | $14,365-75.6% |