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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 | $692,362 | $124,351+456.8% | $109,188+534.1% | $167,553+313.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 17.66% | 26.04%-8.4pp | 25.76%-8.1pp | 478.89%-461.2pp |
| Employer contribution / active EE | $23,440 | $4,210+456.8% | $3,723+529.6% | $4,840+384.3% |
| Participant deferral / active EE | $10,813 | $5,257+105.7% | $4,654+132.3% | $6,343+70.5% |
| Admin fee / account holder | $3,348 | $7,975-58.0% | $6,755-50.4% | $12,316-72.8% |