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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 | $765,353 | $157,276+386.6% | $141,177+442.1% | $152,885+400.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 15.94% | 64.33%-48.4pp | 71.40%-55.5pp | 345.39%-329.5pp |
| Employer contribution / active EE | $30,033 | $5,262+470.8% | $4,736+534.2% | $4,763+530.5% |
| Participant deferral / active EE | $3,000 | $7,110-57.8% | $6,710-55.3% | $5,851-48.7% |
| Admin fee / account holder | $23,148 | $12,123+90.9% | $10,263+125.5% | $11,598+99.6% |