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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 | $419,757 | $114,093+267.9% | $96,171+336.5% | $167,536+150.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 15.38% | 190.00%-174.6pp | 192.04%-176.7pp | 478.82%-463.4pp |
| Employer contribution / active EE | $13,103 | $3,429+282.1% | $2,799+368.2% | $4,839+170.8% |
| Participant deferral / active EE | $14,288 | $5,197+174.9% | $4,350+228.4% | $6,342+125.3% |
| Admin fee / account holder | $4,066 | $6,899-41.1% | $5,538-26.6% | $12,315-67.0% |