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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 | $398,366 | $112,933+252.7% | $90,970+337.9% | $158,982+150.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 16.22% | 215.82%-199.6pp | 134.60%-118.4pp | 302.99%-286.8pp |
| Employer contribution / active EE | $20,169 | $2,893+597.1% | $2,122+850.5% | $4,763+323.5% |
| Participant deferral / active EE | $14,000 | $4,128+239.2% | $3,373+315.1% | $5,983+134.0% |
| Admin fee / account holder | $1,540 | $8,047-80.9% | $5,961-74.2% | $11,252-86.3% |