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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 | $532,317 | $148,629+258.2% | $135,982+291.5% | $139,487+281.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.52% | 79.33%-64.8pp | 68.32%-53.8pp | 373.84%-359.3pp |
| Employer contribution / active EE | $19,819 | $5,247+277.8% | $4,859+307.9% | $4,755+316.8% |
| Participant deferral / active EE | $13,750 | $8,102+69.7% | $7,760+77.2% | $6,713+104.8% |
| Admin fee / account holder | $5,257 | $12,406-57.6% | $10,767-51.2% | $11,407-53.9% |