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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 | $422,915 | $180,749+134.0% | $160,784+163.0% | $137,256+208.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 16.07% | 2234.46%-2218.4pp | 1803.92%-1787.8pp | 220.34%-204.3pp |
| Employer contribution / active EE | $23,889 | $4,155+474.9% | $3,733+540.0% | $4,156+474.8% |
| Participant deferral / active EE | $46,520 | $6,844+579.7% | $6,293+639.3% | $6,407+626.1% |
| Admin fee / account holder | $27,091 | $10,397+160.6% | $9,717+178.8% | $12,270+120.8% |