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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 | $450,298 | $180,749+149.1% | $160,784+180.1% | $137,256+228.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 21.52% | 2234.46%-2212.9pp | 1803.92%-1782.4pp | 220.34%-198.8pp |
| Employer contribution / active EE | $12,581 | $4,155+202.8% | $3,733+237.0% | $4,156+202.7% |
| Participant deferral / active EE | $9,230 | $6,844+34.9% | $6,293+46.7% | $6,407+44.1% |
| Admin fee / account holder | $1,386 | $10,397-86.7% | $9,717-85.7% | $12,270-88.7% |