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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 | $465,868 | $121,656+282.9% | $104,614+345.3% | $158,950+193.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 18.11% | 465.51%-447.4pp | 340.56%-322.4pp | 302.91%-284.8pp |
| Employer contribution / active EE | $19,708 | $3,164+522.8% | $2,681+635.1% | $4,762+313.9% |
| Participant deferral / active EE | $13,000 | $4,177+211.2% | $3,739+247.7% | $5,983+117.3% |
| Admin fee / account holder | $6,584 | $7,775-15.3% | $6,464+1.9% | $11,248-41.5% |