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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 | $125,184+254.1% | $105,607+319.8% | $145,884+203.9% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 11.44% | 225.00%-213.6pp | 116.11%-104.7pp | 551.85%-540.4pp |
| Employer contribution / active EE | $6,418 | $3,720+72.5% | $3,167+102.7% | $4,662+37.7% |
| Participant deferral / active EE | $21,053 | $5,714+268.4% | $5,011+320.1% | $6,690+214.7% |
| Admin fee / account holder | $2,091 | $17,133-87.8% | $10,958-80.9% | $13,392-84.4% |