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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 | $450,094 | $115,814+288.6% | $101,275+344.4% | $158,982+183.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 11.27% | 56.16%-44.9pp | 46.48%-35.2pp | 302.99%-291.7pp |
| Employer contribution / active EE | $16,232 | $4,176+288.7% | $3,660+343.5% | $4,763+240.8% |
| Participant deferral / active EE | $6,397 | $4,958+29.0% | $4,371+46.4% | $5,983+6.9% |
| Admin fee / account holder | $37,821 | $7,249+421.7% | $5,948+535.9% | $11,252+236.1% |