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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 | $546,375 | $149,040+266.6% | $120,225+354.5% | $137,256+298.1% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 16.64% | 605.68%-589.0pp | 439.23%-422.6pp | 220.34%-203.7pp |
| Employer contribution / active EE | $24,732 | $4,350+468.5% | $3,475+611.6% | $4,156+495.1% |
| Participant deferral / active EE | $24,764 | $4,655+432.0% | $3,999+519.3% | $6,407+286.5% |
| Admin fee / account holder | $9,953 | $6,348+56.8% | $5,696+74.7% | $12,270-18.9% |