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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 | $604,987 | $107,941+460.5% | $91,994+557.6% | $152,909+295.7% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 18.17% | 89.28%-71.1pp | 69.04%-50.9pp | 345.46%-327.3pp |
| Employer contribution / active EE | $6,918 | $4,212+64.3% | $3,453+100.4% | $4,764+45.2% |
| Participant deferral / active EE | $25,000 | $6,366+292.7% | $5,924+322.0% | $5,851+327.3% |
| Admin fee / account holder | $151,767 | $10,521+1342.5% | $7,744+1859.8% | $11,601+1208.3% |