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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 | $481,750 | $109,372+340.5% | $89,414+438.8% | $158,966+203.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 27.41% | 345.55%-318.1pp | 245.50%-218.1pp | 302.95%-275.5pp |
| Employer contribution / active EE | $8,667 | $3,171+173.3% | $2,586+235.1% | $4,762+82.0% |
| Participant deferral / active EE | $17,333 | $4,598+276.9% | $3,890+345.6% | $5,983+189.7% |
| Admin fee / account holder | $1,812 | $6,156-70.6% | $4,883-62.9% | $11,250-83.9% |