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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 | $432,333 | $157,304+174.8% | $141,197+206.2% | $152,909+182.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 25.46% | 64.34%-38.9pp | 71.41%-45.9pp | 345.46%-320.0pp |
| Employer contribution / active EE | $12,471 | $5,263+137.0% | $4,736+163.3% | $4,764+161.8% |
| Participant deferral / active EE | $3,695 | $7,111-48.0% | $6,710-44.9% | $5,851-36.9% |
| Admin fee / account holder | $5,725 | $12,126-52.8% | $10,265-44.2% | $11,601-50.6% |