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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 | $108,942+261.2% | $100,415+291.9% | $145,897+169.7% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 14.90% | 58.27%-43.4pp | 49.47%-34.6pp | 552.29%-537.4pp |
| Employer contribution / active EE | $3,245 | $4,422-26.6% | $3,943-17.7% | $4,663-30.4% |
| Participant deferral / active EE | $28,000 | $8,461+230.9% | $8,091+246.1% | $6,689+318.6% |
| Admin fee / account holder | $99,966 | $9,702+930.4% | $7,906+1164.4% | $13,390+646.6% |