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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 | $544,282 | $171,492+217.4% | $150,734+261.1% | $198,609+174.0% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 14.91% | 804.70%-789.8pp | 600.81%-585.9pp | 202.70%-187.8pp |
| Employer contribution / active EE | $2,224 | $5,470-59.3% | $4,918-54.8% | $5,055-56.0% |
| Participant deferral / active EE | $15,555 | $6,259+148.5% | $5,610+177.3% | $6,977+123.0% |
| Admin fee / account holder | $49,463 | $17,628+180.6% | $14,905+231.8% | $19,030+159.9% |