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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 | $414,599 | $180,749+129.4% | $160,784+157.9% | $137,256+202.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 122.05% | 2234.46%-2112.4pp | 1803.92%-1681.9pp | 220.34%-98.3pp |
| Employer contribution / active EE | $1,699 | $4,155-59.1% | $3,733-54.5% | $4,156-59.1% |
| Participant deferral / active EE | $21,657 | $6,844+216.4% | $6,293+244.1% | $6,407+238.0% |
| Admin fee / account holder | $384,341 | $10,397+3596.7% | $9,717+3855.4% | $12,270+3032.3% |