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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 | $108,942+303.8% | $100,415+338.1% | $145,897+201.5% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 12.04% | 58.27%-46.2pp | 49.47%-37.4pp | 552.29%-540.2pp |
| Employer contribution / active EE | $26,365 | $4,422+496.2% | $3,943+568.7% | $4,663+465.4% |
| Participant deferral / active EE | $2,500 | $8,461-70.5% | $8,091-69.1% | $6,689-62.6% |
| Admin fee / account holder | $3,607 | $9,702-62.8% | $7,906-54.4% | $13,390-73.1% |