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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 | $452,410 | $115,814+290.6% | $101,275+346.7% | $158,982+184.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 11.52% | 56.16%-44.6pp | 46.48%-35.0pp | 302.99%-291.5pp |
| Employer contribution / active EE | $15,488 | $4,176+270.9% | $3,660+323.2% | $4,763+225.2% |
| Participant deferral / active EE | $15,600 | $4,958+214.6% | $4,371+256.9% | $5,983+160.7% |
| Admin fee / account holder | $3,138 | $7,249-56.7% | $5,948-47.2% | $11,252-72.1% |