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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 | $417,811 | $72,071+479.7% | $68,368+511.1% | $137,256+204.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 16.27% | 353.14%-336.9pp | 292.57%-276.3pp | 220.34%-204.1pp |
| Employer contribution / active EE | $12,972 | $2,788+365.3% | $2,649+389.7% | $4,156+212.1% |
| Participant deferral / active EE | $11,819 | $4,410+168.0% | $4,123+186.7% | $6,407+84.5% |
| Admin fee / account holder | $1,893 | $5,336-64.5% | $5,150-63.2% | $12,270-84.6% |