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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 | $448,293 | $93,346+380.2% | $71,796+524.4% | $273,972+63.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 3.22% | 130.39%-127.2pp | 78.04%-74.8pp | 41.46%-38.2pp |
| Employer contribution / active EE | $15,000 | $2,733+448.8% | $1,924+679.5% | $4,869+208.1% |
| Participant deferral / active EE | $7,691 | $3,475+121.3% | $2,794+175.2% | $5,287+45.5% |
| Admin fee / account holder | $2,266 | $6,571-65.5% | $4,815-52.9% | $10,133-77.6% |