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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 | $414,866 | $185,883+123.2% | $170,043+144.0% | $139,466+197.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 25.28% | 60.54%-35.3pp | 53.40%-28.1pp | 373.66%-348.4pp |
| Employer contribution / active EE | $18,750 | $7,596+146.8% | $6,790+176.1% | $4,754+294.4% |
| Participant deferral / active EE | $0 | $11,626-100.0% | $10,410-100.0% | $6,712-100.0% |
| Admin fee / account holder | $3,910 | $15,393-74.6% | $12,824-69.5% | $11,409-65.7% |