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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 | $148,558+258.3% | $135,925+291.6% | $139,427+281.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.52% | 79.22%-64.7pp | 68.25%-53.7pp | 373.27%-358.8pp |
| Employer contribution / active EE | $19,819 | $5,244+277.9% | $4,857+308.1% | $4,752+317.1% |
| Participant deferral / active EE | $13,750 | $8,101+69.7% | $7,759+77.2% | $6,711+104.9% |
| Admin fee / account holder | $5,257 | $12,401-57.6% | $10,764-51.2% | $11,404-53.9% |