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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 | $724,892 | $95,664+657.7% | $76,902+842.6% | $139,487+419.7% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 11.97% | 55.03%-43.1pp | 37.91%-25.9pp | 373.84%-361.9pp |
| Employer contribution / active EE | $19,231 | $3,147+511.1% | $2,534+658.9% | $4,755+304.5% |
| Participant deferral / active EE | $11,236 | $4,626+142.9% | $3,833+193.1% | $6,713+67.4% |
| Admin fee / account holder | $28,988 | $8,311+248.8% | $5,479+429.1% | $11,407+154.1% |