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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 | $104,924+272.6% | $84,623+362.0% | $152,885+155.7% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 19.59% | 373.82%-354.2pp | 258.77%-239.2pp | 345.39%-325.8pp |
| Employer contribution / active EE | $12,780 | $3,302+287.0% | $2,652+381.8% | $4,763+168.3% |
| Participant deferral / active EE | $25,000 | $4,689+433.2% | $3,899+541.2% | $5,851+327.3% |
| Admin fee / account holder | $2,294 | $6,242-63.2% | $4,913-53.3% | $11,598-80.2% |