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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 | $593,770 | $85,766+592.3% | $136,298+335.6% | $70,126+746.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 14.96% | 31.46%-16.5pp | 5156.27%-5141.3pp | 73.15%-58.2pp |
| Employer contribution / active EE | $17,391 | $2,966+486.3% | $4,696+270.4% | $2,343+642.4% |
| Participant deferral / active EE | $9,957 | $5,051+97.1% | $6,247+59.4% | $3,332+198.9% |
| Admin fee / account holder | $42,767 | $5,421+689.0% | $9,244+362.6% | $4,645+820.6% |