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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 | $573,199 | $85,766+568.3% | $136,298+320.5% | $70,126+717.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 16.60% | 31.46%-14.9pp | 5156.27%-5139.7pp | 73.15%-56.5pp |
| Employer contribution / active EE | $12,208 | $2,966+311.6% | $4,696+160.0% | $2,343+421.2% |
| Participant deferral / active EE | $21,378 | $5,051+323.2% | $6,247+242.2% | $3,332+541.6% |
| Admin fee / account holder | $22,227 | $5,421+310.0% | $9,244+140.5% | $4,645+378.5% |