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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 | $390,934 | $104,953+272.5% | $84,637+361.9% | $152,909+155.7% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 19.59% | 373.94%-354.4pp | 258.82%-239.2pp | 345.46%-325.9pp |
| Employer contribution / active EE | $12,780 | $3,304+286.8% | $2,653+381.7% | $4,764+168.3% |
| Participant deferral / active EE | $25,000 | $4,691+433.0% | $3,900+541.0% | $5,851+327.3% |
| Admin fee / account holder | $2,294 | $6,244-63.3% | $4,914-53.3% | $11,601-80.2% |