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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 | $521,384 | $108,942+378.6% | $100,415+419.2% | $145,897+257.4% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 12.87% | 58.27%-45.4pp | 49.47%-36.6pp | 552.29%-539.4pp |
| Employer contribution / active EE | $10,350 | $4,422+134.1% | $3,943+162.5% | $4,663+122.0% |
| Participant deferral / active EE | $23,000 | $8,461+171.8% | $8,091+184.3% | $6,689+243.8% |
| Admin fee / account holder | $2,156 | $9,702-77.8% | $7,906-72.7% | $13,390-83.9% |