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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 | $344,577 | $102,595+235.9% | $94,057+266.3% | $154,746+122.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 18.13% | 583.42%-565.3pp | 480.62%-462.5pp | 172.34%-154.2pp |
| Employer contribution / active EE | $10,483 | $3,147+233.1% | $2,933+257.4% | $4,379+139.4% |
| Participant deferral / active EE | $22,875 | $5,118+346.9% | $4,709+385.7% | $6,730+239.9% |
| Admin fee / account holder | $322 | $7,736-95.8% | $7,244-95.6% | $14,365-97.8% |