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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 | $319,251 | $106,923+198.6% | $84,023+280.0% | $152,909+108.8% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 18.37% | 105.02%-86.7pp | 71.32%-53.0pp | 345.46%-327.1pp |
| Employer contribution / active EE | $19,179 | $2,735+601.1% | $1,984+866.7% | $4,764+302.6% |
| Participant deferral / active EE | $14,000 | $4,013+248.9% | $3,239+332.2% | $5,851+139.3% |
| Admin fee / account holder | $1,250 | $8,289-84.9% | $6,102-79.5% | $11,601-89.2% |