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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 | $447,956 | $115,780+286.9% | $101,255+342.4% | $158,931+181.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 17.03% | 56.14%-39.1pp | 46.48%-29.4pp | 302.86%-285.8pp |
| Employer contribution / active EE | $26,651 | $4,175+538.3% | $3,660+628.2% | $4,761+459.7% |
| Participant deferral / active EE | $13,185 | $4,958+165.9% | $4,370+201.7% | $5,982+120.4% |
| Admin fee / account holder | $31,920 | $7,246+340.5% | $5,946+436.8% | $11,247+183.8% |