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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 | $399,630 | $180,749+121.1% | $160,784+148.6% | $137,256+191.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 10.55% | 2234.46%-2223.9pp | 1803.92%-1793.4pp | 220.34%-209.8pp |
| Employer contribution / active EE | $26,189 | $4,155+530.3% | $3,733+601.6% | $4,156+530.1% |
| Participant deferral / active EE | $15,500 | $6,844+126.5% | $6,293+146.3% | $6,407+141.9% |
| Admin fee / account holder | $3,895 | $10,397-62.5% | $9,717-59.9% | $12,270-68.3% |