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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 | $632,727 | $157,304+302.2% | $141,197+348.1% | $152,909+313.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.72% | 64.34%-41.6pp | 71.41%-48.7pp | 345.46%-322.7pp |
| Employer contribution / active EE | $13,849 | $5,263+163.2% | $4,736+192.4% | $4,764+190.7% |
| Participant deferral / active EE | $12,000 | $7,111+68.8% | $6,710+78.8% | $5,851+105.1% |
| Admin fee / account holder | $2,042 | $12,126-83.2% | $10,265-80.1% | $11,601-82.4% |