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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 | $439,890 | $108,912+303.9% | $100,383+338.2% | $145,959+201.4% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 12.04% | 57.96%-45.9pp | 49.26%-37.2pp | 561.95%-549.9pp |
| Employer contribution / active EE | $26,365 | $4,423+496.1% | $3,944+568.5% | $4,661+465.7% |
| Participant deferral / active EE | $2,500 | $8,451-70.4% | $8,086-69.1% | $6,689-62.6% |
| Admin fee / account holder | $3,607 | $9,690-62.8% | $7,900-54.3% | $13,398-73.1% |