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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 | $346,997 | $103,038+236.8% | $90,324+284.2% | $152,909+126.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 25.09% | 95.25%-70.2pp | 78.15%-53.1pp | 345.46%-320.4pp |
| Employer contribution / active EE | $12,497 | $3,141+297.9% | $2,856+337.6% | $4,764+162.3% |
| Participant deferral / active EE | $18,100 | $4,282+322.7% | $3,885+365.9% | $5,851+209.3% |
| Admin fee / account holder | $66,316 | $6,177+973.6% | $5,356+1138.2% | $11,601+471.7% |