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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 | $589,981 | $106,008+456.5% | $92,240+539.6% | $147,586+299.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 17.13% | 50.05%-32.9pp | 176.29%-159.2pp | 578.59%-561.5pp |
| Employer contribution / active EE | $19,815 | $4,333+357.3% | $3,680+438.5% | $4,876+306.4% |
| Participant deferral / active EE | $16,346 | $4,478+265.0% | $3,897+319.5% | $5,439+200.5% |
| Admin fee / account holder | $1,766 | $6,333-72.1% | $5,194-66.0% | $10,886-83.8% |