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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 | $328,539 | $88,702+270.4% | $81,780+301.7% | $145,978+125.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.40% | 1029.12%-1014.7pp | 776.27%-761.9pp | 550.52%-536.1pp |
| Employer contribution / active EE | $29,849 | $3,084+867.7% | $2,914+924.4% | $4,662+540.3% |
| Participant deferral / active EE | $16,903 | $4,645+263.9% | $4,321+291.2% | $6,690+152.7% |
| Admin fee / account holder | $3,651 | $8,414-56.6% | $7,384-50.6% | $13,400-72.8% |