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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 | $423,635 | $166,020+155.2% | $164,866+157.0% | $145,959+190.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.92% | 100.08%-87.2pp | 69.97%-57.1pp | 561.95%-549.0pp |
| Employer contribution / active EE | $13,299 | $5,275+152.1% | $4,343+206.2% | $4,661+185.3% |
| Participant deferral / active EE | $17,084 | $6,961+145.4% | $6,033+183.2% | $6,689+155.4% |
| Admin fee / account holder | $3,590 | $16,644-78.4% | $12,689-71.7% | $13,398-73.2% |