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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 | $463,721 | $100,139+363.1% | $85,187+444.4% | $145,884+217.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 10.44% | 84.15%-73.7pp | 66.67%-56.2pp | 551.85%-541.4pp |
| Employer contribution / active EE | $18,678 | $3,238+476.9% | $2,732+583.6% | $4,662+300.6% |
| Participant deferral / active EE | $25,605 | $5,296+383.5% | $4,525+465.9% | $6,690+282.8% |
| Admin fee / account holder | $1,040 | $7,262-85.7% | $6,162-83.1% | $13,392-92.2% |