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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 | $543,667 | $85,766+533.9% | $136,295+298.9% | $70,131+675.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 19.79% | 31.45%-11.7pp | 5155.97%-5136.2pp | 73.14%-53.4pp |
| Employer contribution / active EE | $22,307 | $2,966+652.1% | $4,695+375.1% | $2,342+852.3% |
| Participant deferral / active EE | $8,450 | $5,051+67.3% | $6,247+35.3% | $3,332+153.6% |
| Admin fee / account holder | $6,146 | $5,420+13.4% | $9,243-33.5% | $4,645+32.3% |