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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 | $386,305 | $125,190+208.6% | $105,624+265.7% | $145,897+164.8% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 12.39% | 225.22%-212.8pp | 116.20%-103.8pp | 552.29%-539.9pp |
| Employer contribution / active EE | $27,298 | $3,720+633.8% | $3,168+761.8% | $4,663+485.5% |
| Participant deferral / active EE | $12,542 | $5,716+119.4% | $5,013+150.2% | $6,689+87.5% |
| Admin fee / account holder | $32,188 | $17,138+87.8% | $10,961+193.6% | $13,390+140.4% |