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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 | $393,537 | $108,897+261.4% | $100,378+292.1% | $145,877+169.8% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 14.90% | 58.17%-43.3pp | 49.41%-34.5pp | 551.28%-536.4pp |
| Employer contribution / active EE | $3,245 | $4,420-26.6% | $3,942-17.7% | $4,663-30.4% |
| Participant deferral / active EE | $28,000 | $8,455+231.2% | $8,087+246.2% | $6,691+318.5% |
| Admin fee / account holder | $99,966 | $9,690+931.7% | $7,899+1165.6% | $13,402+645.9% |