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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 | $282,391 | $102,663+175.1% | $86,216+227.5% | $139,466+102.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 17.85% | 1924.52%-1906.7pp | 1169.42%-1151.6pp | 373.66%-355.8pp |
| Employer contribution / active EE | $9,647 | $3,035+217.9% | $2,382+305.1% | $4,754+102.9% |
| Participant deferral / active EE | $11,850 | $4,677+153.3% | $3,986+197.3% | $6,712+76.6% |
| Admin fee / account holder | $3,696 | $8,663-57.3% | $6,853-46.1% | $11,409-67.6% |