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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 | $533,330 | $157,304+239.0% | $141,197+277.7% | $152,909+248.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.73% | 64.34%-43.6pp | 71.41%-50.7pp | 345.46%-324.7pp |
| Employer contribution / active EE | $14,705 | $5,263+179.4% | $4,736+210.5% | $4,764+208.7% |
| Participant deferral / active EE | $9,669 | $7,111+36.0% | $6,710+44.1% | $5,851+65.2% |
| Admin fee / account holder | $5,150 | $12,126-57.5% | $10,265-49.8% | $11,601-55.6% |