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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 | $419,414 | $171,492+144.6% | $150,734+178.2% | $198,609+111.2% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 10.43% | 804.70%-794.3pp | 600.81%-590.4pp | 202.70%-192.3pp |
| Employer contribution / active EE | $12,292 | $5,470+124.7% | $4,918+149.9% | $5,055+143.1% |
| Participant deferral / active EE | $31,000 | $6,259+395.3% | $5,610+452.6% | $6,977+344.3% |
| Admin fee / account holder | $2,570 | $17,628-85.4% | $14,905-82.8% | $19,030-86.5% |