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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 | $429,460 | $149,040+188.2% | $120,225+257.2% | $137,256+212.9% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 12.33% | 605.68%-593.4pp | 439.23%-426.9pp | 220.34%-208.0pp |
| Employer contribution / active EE | $9,651 | $4,350+121.9% | $3,475+177.7% | $4,156+132.2% |
| Participant deferral / active EE | $14,162 | $4,655+204.3% | $3,999+254.2% | $6,407+121.1% |
| Admin fee / account holder | $700 | $6,348-89.0% | $5,696-87.7% | $12,270-94.3% |