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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 | $425,133 | $105,145+304.3% | $94,664+349.1% | $139,466+204.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 21.06% | 38.09%-17.0pp | 156.84%-135.8pp | 373.66%-352.6pp |
| Employer contribution / active EE | $22,950 | $4,107+458.8% | $3,673+524.8% | $4,754+382.8% |
| Participant deferral / active EE | $18,630 | $7,599+145.2% | $7,417+151.2% | $6,712+177.6% |
| Admin fee / account holder | $1,952 | $8,972-78.2% | $7,222-73.0% | $11,409-82.9% |