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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 | $460,597 | $100,938+356.3% | $90,461+409.2% | $158,982+189.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 7.85% | 1727.20%-1719.4pp | 1294.76%-1286.9pp | 302.99%-295.1pp |
| Employer contribution / active EE | $3,750 | $3,691+1.6% | $3,264+14.9% | $4,763-21.3% |
| Participant deferral / active EE | $6,000 | $4,350+37.9% | $3,964+51.3% | $5,983+0.3% |
| Admin fee / account holder | $5,239 | $6,510-19.5% | $5,617-6.7% | $11,252-53.4% |