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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 | $541,550 | $99,652+443.4% | $78,778+587.4% | $147,586+266.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 9.87% | 47.28%-37.4pp | 35.62%-25.7pp | 578.59%-568.7pp |
| Employer contribution / active EE | $17,831 | $2,796+537.8% | $1,986+798.0% | $4,876+265.7% |
| Participant deferral / active EE | $11,243 | $3,664+206.9% | $2,958+280.0% | $5,439+106.7% |
| Admin fee / account holder | $3,539 | $7,155-50.5% | $5,134-31.1% | $10,886-67.5% |