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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 | $418,393 | $99,921+318.7% | $85,009+392.2% | $145,959+186.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 12.34% | 83.89%-71.5pp | 66.47%-54.1pp | 561.95%-549.6pp |
| Employer contribution / active EE | $50,203 | $3,233+1452.9% | $2,728+1740.1% | $4,661+977.1% |
| Participant deferral / active EE | $19,720 | $5,293+272.6% | $4,522+336.1% | $6,689+194.8% |
| Admin fee / account holder | $2,529 | $7,252-65.1% | $6,153-58.9% | $13,398-81.1% |