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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 | $737,237 | $176,688+317.3% | $130,660+464.2% | $152,897+382.2% |
| Participation rate | 75.0% | 79.0%-4.0pp | 71.7%+3.3pp | 82.5%-7.5pp |
| Annual return | 12.12% | 2693.08%-2681.0pp | 1709.29%-1697.2pp | 345.43%-333.3pp |
| Employer contribution / active EE | $27,750 | $5,743+383.2% | $4,092+578.1% | $4,764+482.6% |
| Participant deferral / active EE | $18,750 | $4,362+329.8% | $3,603+420.4% | $5,851+220.5% |
| Admin fee / account holder | $18,658 | $7,131+161.7% | $5,463+241.5% | $11,599+60.9% |