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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 | $662,954 | $114,093+481.1% | $96,171+589.4% | $167,536+295.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 9.64% | 190.00%-180.4pp | 192.04%-182.4pp | 478.82%-469.2pp |
| Employer contribution / active EE | $23,000 | $3,429+570.7% | $2,799+721.8% | $4,839+375.3% |
| Participant deferral / active EE | $26,000 | $5,197+400.3% | $4,350+497.7% | $6,342+309.9% |
| Admin fee / account holder | $5,764 | $6,899-16.5% | $5,538+4.1% | $12,315-53.2% |