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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 | $409,985 | $95,975+327.2% | $74,549+450.0% | $135,379+202.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 12.33% | 56.96%-44.6pp | 32.53%-20.2pp | 519.79%-507.5pp |
| Employer contribution / active EE | $9,999 | $2,716+268.1% | $1,961+409.9% | $4,779+109.2% |
| Participant deferral / active EE | $7,999 | $3,844+108.1% | $3,108+157.4% | $5,609+42.6% |
| Admin fee / account holder | $6,447 | $6,522-1.1% | $5,059+27.4% | $10,828-40.5% |