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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 | $825,063 | $152,619+440.6% | $125,195+559.0% | $152,909+439.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 15.85% | 54.85%-39.0pp | 43.79%-27.9pp | 345.46%-329.6pp |
| Employer contribution / active EE | $17,256 | $4,947+248.8% | $3,866+346.3% | $4,764+262.2% |
| Participant deferral / active EE | $25,000 | $5,869+326.0% | $4,937+406.3% | $5,851+327.3% |
| Admin fee / account holder | $15,175 | $13,437+12.9% | $9,704+56.4% | $11,601+30.8% |