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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 | $108,897+378.8% | $100,378+419.4% | $145,877+257.4% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 12.87% | 58.17%-45.3pp | 49.41%-36.5pp | 551.28%-538.4pp |
| Employer contribution / active EE | $10,350 | $4,420+134.2% | $3,942+162.6% | $4,663+122.0% |
| Participant deferral / active EE | $23,000 | $8,455+172.0% | $8,087+184.4% | $6,691+243.8% |
| Admin fee / account holder | $2,156 | $9,690-77.8% | $7,899-72.7% | $13,402-83.9% |