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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 | $400,737 | $129,737+208.9% | $119,126+236.4% | $154,746+159.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 11.63% | 379.08%-367.4pp | 282.11%-270.5pp | 172.34%-160.7pp |
| Employer contribution / active EE | $31,214 | $4,375+613.5% | $4,034+673.8% | $4,379+612.8% |
| Participant deferral / active EE | $2,984 | $5,842-48.9% | $5,318-43.9% | $6,730-55.7% |
| Admin fee / account holder | $16,763 | $11,961+40.2% | $10,693+56.8% | $14,365+16.7% |