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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 | $506,129 | $152,612+231.6% | $125,192+304.3% | $152,897+231.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 12.53% | 54.85%-42.3pp | 43.79%-31.3pp | 345.43%-332.9pp |
| Employer contribution / active EE | $18,750 | $4,947+279.0% | $3,866+385.0% | $4,764+293.6% |
| Participant deferral / active EE | $11,650 | $5,868+98.5% | $4,937+136.0% | $5,851+99.1% |
| Admin fee / account holder | $16,826 | $13,437+25.2% | $9,704+73.4% | $11,599+45.1% |