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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 | $877,569 | $95,415+819.7% | $185,851+372.2% | $85,851+922.2% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 16.95% | 23.59%-6.6pp | 122.11%-105.2pp | 318.63%-301.7pp |
| Employer contribution / active EE | $33,780 | $3,314+919.3% | $5,168+553.6% | $2,565+1216.7% |
| Participant deferral / active EE | $21,413 | $3,424+525.4% | $5,569+284.5% | $3,952+441.8% |
| Admin fee / account holder | $1,988 | $7,215-72.5% | $16,245-87.8% | $6,261-68.3% |