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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 | $426,860 | $103,038+314.3% | $90,324+372.6% | $152,909+179.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 27.77% | 95.25%-67.5pp | 78.15%-50.4pp | 345.46%-317.7pp |
| Employer contribution / active EE | $19,716 | $3,141+527.8% | $2,856+590.4% | $4,764+313.9% |
| Participant deferral / active EE | $14,221 | $4,282+232.1% | $3,885+266.0% | $5,851+143.0% |
| Admin fee / account holder | $34,426 | $6,177+457.3% | $5,356+542.8% | $11,601+196.8% |