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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 | $465,811 | $142,430+227.0% | $115,170+304.5% | $152,897+204.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | 27.07% | 41.48%-14.4pp | 35.60%-8.5pp | 345.43%-318.4pp |
| Employer contribution / active EE | $7,500 | $4,011+87.0% | $3,179+135.9% | $4,764+57.4% |
| Participant deferral / active EE | $15,500 | $5,165+200.1% | $4,169+271.8% | $5,851+164.9% |
| Admin fee / account holder | $2,028 | $8,464-76.0% | $7,089-71.4% | $11,599-82.5% |