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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 | $456,976 | $103,038+343.5% | $90,324+405.9% | $152,909+198.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 24.09% | 95.25%-71.2pp | 78.15%-54.1pp | 345.46%-321.4pp |
| Employer contribution / active EE | $9,885 | $3,141+214.7% | $2,856+246.1% | $4,764+107.5% |
| Participant deferral / active EE | $13,773 | $4,282+221.7% | $3,885+254.5% | $5,851+135.4% |
| Admin fee / account holder | $6,201 | $6,177+0.4% | $5,356+15.8% | $11,601-46.5% |