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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 | $428,381 | $99,009+332.7% | $86,581+394.8% | $147,585+190.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 12.10% | 1312.70%-1300.6pp | 965.06%-953.0pp | 578.58%-566.5pp |
| Employer contribution / active EE | $25,253 | $3,132+706.2% | $2,840+789.3% | $4,876+417.9% |
| Participant deferral / active EE | $16,417 | $3,972+313.3% | $3,609+354.9% | $5,439+201.8% |
| Admin fee / account holder | $3,249 | $5,709-43.1% | $4,904-33.7% | $10,886-70.2% |