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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 | $404,976 | $112,131+261.2% | $95,964+322.0% | $158,982+154.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 17.47% | 171.19%-153.7pp | 91.64%-74.2pp | 302.99%-285.5pp |
| Employer contribution / active EE | $7,284 | $3,199+127.7% | $2,541+186.6% | $4,763+52.9% |
| Participant deferral / active EE | $6,027 | $4,784+26.0% | $4,167+44.7% | $5,983+0.7% |
| Admin fee / account holder | $30,627 | $10,136+202.2% | $6,797+350.6% | $11,252+172.2% |