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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 | $537,556 | $115,814+364.2% | $101,275+430.8% | $158,982+238.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 27.18% | 56.16%-29.0pp | 46.48%-19.3pp | 302.99%-275.8pp |
| Employer contribution / active EE | $19,047 | $4,176+356.1% | $3,660+420.4% | $4,763+299.9% |
| Participant deferral / active EE | $13,911 | $4,958+180.6% | $4,371+218.3% | $5,983+132.5% |
| Admin fee / account holder | $5,870 | $7,249-19.0% | $5,948-1.3% | $11,252-47.8% |