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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 | $279,775 | $107,941+159.2% | $91,994+204.1% | $152,909+83.0% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 20.52% | 89.28%-68.8pp | 69.04%-48.5pp | 345.46%-324.9pp |
| Employer contribution / active EE | $15,113 | $4,212+258.8% | $3,453+337.7% | $4,764+217.2% |
| Participant deferral / active EE | $14,049 | $6,366+120.7% | $5,924+137.2% | $5,851+140.1% |
| Admin fee / account holder | $584 | $10,521-94.4% | $7,744-92.5% | $11,601-95.0% |