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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 | $446,047 | $103,000+333.1% | $90,300+394.0% | $152,885+191.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 20.83% | 95.19%-74.4pp | 78.11%-57.3pp | 345.39%-324.6pp |
| Employer contribution / active EE | $17,188 | $3,138+447.6% | $2,854+502.2% | $4,763+260.8% |
| Participant deferral / active EE | $2,827 | $4,281-34.0% | $3,884-27.2% | $5,851-51.7% |
| Admin fee / account holder | $401 | $6,173-93.5% | $5,353-92.5% | $11,598-96.5% |