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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 | $448,727 | $150,197+198.8% | $120,368+272.8% | $145,959+207.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 12.06% | 154.26%-142.2pp | 107.26%-95.2pp | 561.95%-549.9pp |
| Employer contribution / active EE | $10,133 | $4,350+132.9% | $3,465+192.5% | $4,661+117.4% |
| Participant deferral / active EE | $7,002 | $6,174+13.4% | $4,991+40.3% | $6,689+4.7% |
| Admin fee / account holder | $7,827 | $12,216-35.9% | $9,429-17.0% | $13,398-41.6% |