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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 | $385,615 | $70,366+448.0% | $66,674+478.4% | $138,895+177.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 14.93% | 386.41%-371.5pp | 321.24%-306.3pp | 145.39%-130.5pp |
| Employer contribution / active EE | $8,664 | $2,765+213.3% | $2,620+230.7% | $4,194+106.6% |
| Participant deferral / active EE | $16,212 | $4,374+270.6% | $4,084+297.0% | $6,396+153.5% |
| Admin fee / account holder | $1,144 | $5,262-78.3% | $5,098-77.6% | $12,562-90.9% |