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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 | $444,993 | $84,741+425.1% | $75,731+487.6% | $167,553+165.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 32.66% | 199.72%-167.1pp | 104.65%-72.0pp | 478.89%-446.2pp |
| Employer contribution / active EE | $3,399 | $3,230+5.2% | $2,743+23.9% | $4,840-29.8% |
| Participant deferral / active EE | $6,788 | $4,577+48.3% | $3,820+77.7% | $6,343+7.0% |
| Admin fee / account holder | $1,039 | $5,361-80.6% | $3,620-71.3% | $12,316-91.6% |