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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 | $550,911 | $109,372+403.7% | $89,414+516.1% | $158,966+246.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 13.53% | 345.55%-332.0pp | 245.50%-232.0pp | 302.95%-289.4pp |
| Employer contribution / active EE | $6,502 | $3,171+105.0% | $2,586+151.4% | $4,762+36.5% |
| Participant deferral / active EE | $26,000 | $4,598+465.4% | $3,890+568.4% | $5,983+334.6% |
| Admin fee / account holder | $5,620 | $6,156-8.7% | $4,883+15.1% | $11,250-50.0% |