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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 | $600,926 | $85,766+600.7% | $136,298+340.9% | $70,126+756.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 19.53% | 31.46%-11.9pp | 5156.27%-5136.7pp | 73.15%-53.6pp |
| Employer contribution / active EE | $22,546 | $2,966+660.1% | $4,696+380.2% | $2,343+862.5% |
| Participant deferral / active EE | $17,119 | $5,051+238.9% | $6,247+174.0% | $3,332+413.8% |
| Admin fee / account holder | $4,210 | $5,421-22.3% | $9,244-54.5% | $4,645-9.4% |