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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 | $554,895 | $209,428+165.0% | $178,498+210.9% | $158,950+249.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.90% | 188.78%-180.9pp | 151.09%-143.2pp | 302.91%-295.0pp |
| Employer contribution / active EE | $13,750 | $5,707+140.9% | $5,011+174.4% | $4,762+188.7% |
| Participant deferral / active EE | $3,369 | $5,955-43.4% | $5,202-35.2% | $5,983-43.7% |
| Admin fee / account holder | $1,954 | $17,077-88.6% | $13,985-86.0% | $11,248-82.6% |