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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 | $591,489 | $232,540+154.4% | $185,117+219.5% | $147,586+300.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 11.08% | 43.03%-32.0pp | 40.50%-29.4pp | 578.59%-567.5pp |
| Employer contribution / active EE | $23,715 | $5,195+356.5% | $4,182+467.1% | $4,876+386.3% |
| Participant deferral / active EE | $14,750 | $5,834+152.8% | $5,045+192.4% | $5,439+171.2% |
| Admin fee / account holder | $4,353 | $10,275-57.6% | $8,159-46.7% | $10,886-60.0% |