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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 | $319,924 | $90,614+253.1% | $76,089+320.5% | $145,877+119.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 12.54% | 623.80%-611.3pp | 360.94%-348.4pp | 551.28%-538.7pp |
| Employer contribution / active EE | $4,531 | $3,324+36.3% | $2,690+68.4% | $4,663-2.8% |
| Participant deferral / active EE | $10,914 | $5,168+111.2% | $4,259+156.2% | $6,691+63.1% |
| Admin fee / account holder | $89,667 | $8,376+970.5% | $6,418+1297.2% | $13,402+569.1% |