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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 | $401,057 | $125,193+220.4% | $105,591+279.8% | $145,978+174.7% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 10.80% | 225.53%-214.7pp | 116.43%-105.6pp | 550.52%-539.7pp |
| Employer contribution / active EE | $20,354 | $3,718+447.4% | $3,166+542.9% | $4,662+336.6% |
| Participant deferral / active EE | $24,917 | $5,708+336.5% | $5,008+397.5% | $6,690+272.5% |
| Admin fee / account holder | $3,468 | $17,277-79.9% | $11,024-68.5% | $13,400-74.1% |