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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 | $500,522 | $107,353+366.2% | $92,903+438.8% | $152,885+227.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 18.10% | 145.62%-127.5pp | 109.43%-91.3pp | 345.39%-327.3pp |
| Employer contribution / active EE | $21,818 | $4,222+416.8% | $3,653+497.2% | $4,763+358.1% |
| Participant deferral / active EE | $17,250 | $4,848+255.9% | $4,238+307.1% | $5,851+194.8% |
| Admin fee / account holder | $24,745 | $7,081+249.5% | $5,795+327.0% | $11,598+113.4% |