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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 | $443,334 | $125,190+254.1% | $105,624+319.7% | $145,897+203.9% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 11.44% | 225.22%-213.8pp | 116.20%-104.8pp | 552.29%-540.9pp |
| Employer contribution / active EE | $6,418 | $3,720+72.5% | $3,168+102.6% | $4,663+37.6% |
| Participant deferral / active EE | $21,053 | $5,716+268.3% | $5,013+320.0% | $6,689+214.7% |
| Admin fee / account holder | $2,091 | $17,138-87.8% | $10,961-80.9% | $13,390-84.4% |