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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 | $503,289 | $95,664+426.1% | $76,902+554.5% | $139,487+260.8% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 19.74% | 55.03%-35.3pp | 37.91%-18.2pp | 373.84%-354.1pp |
| Employer contribution / active EE | $15,631 | $3,147+396.7% | $2,534+516.9% | $4,755+228.7% |
| Participant deferral / active EE | $9,289 | $4,626+100.8% | $3,833+142.3% | $6,713+38.4% |
| Admin fee / account holder | $1,050 | $8,311-87.4% | $5,479-80.8% | $11,407-90.8% |