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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 | $97,732+375.7% | $83,831+454.6% | $135,380+243.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 2.08% | 1287.56%-1285.5pp | 850.99%-848.9pp | 519.81%-517.7pp |
| Employer contribution / active EE | $15,210 | $4,222+260.2% | $3,631+318.9% | $4,779+218.3% |
| Participant deferral / active EE | $11,357 | $4,683+142.5% | $4,082+178.2% | $5,609+102.5% |
| Admin fee / account holder | $21,813 | $6,675+226.8% | $5,479+298.1% | $10,828+101.4% |