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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 | $129,737+319.5% | $119,126+356.9% | $154,746+251.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 14.91% | 379.08%-364.2pp | 282.11%-267.2pp | 172.34%-157.4pp |
| Employer contribution / active EE | $2,224 | $4,375-49.2% | $4,034-44.9% | $4,379-49.2% |
| Participant deferral / active EE | $15,555 | $5,842+166.3% | $5,318+192.5% | $6,730+131.1% |
| Admin fee / account holder | $49,463 | $11,961+313.5% | $10,693+362.6% | $14,365+244.3% |