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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 | $464,904 | $97,761+375.6% | $83,850+454.4% | $135,382+243.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 2.08% | 1287.44%-1285.4pp | 850.92%-848.8pp | 519.77%-517.7pp |
| Employer contribution / active EE | $15,210 | $4,222+260.3% | $3,631+318.9% | $4,779+218.3% |
| Participant deferral / active EE | $11,357 | $4,682+142.5% | $4,082+178.2% | $5,609+102.5% |
| Admin fee / account holder | $21,813 | $6,674+226.8% | $5,478+298.2% | $10,829+101.4% |