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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 | $463,929 | $102,595+352.2% | $94,057+393.2% | $154,746+199.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 13.10% | 583.42%-570.3pp | 480.62%-467.5pp | 172.34%-159.2pp |
| Employer contribution / active EE | $32,584 | $3,147+935.3% | $2,933+1010.9% | $4,379+644.1% |
| Participant deferral / active EE | $14,000 | $5,118+173.5% | $4,709+197.3% | $6,730+108.0% |
| Admin fee / account holder | $18,453 | $7,736+138.5% | $7,244+154.7% | $14,365+28.5% |