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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 | $464,611 | $133,998+246.7% | $112,263+313.9% | $134,545+245.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 1.94% | 47.17%-45.2pp | 27.49%-25.5pp | 418.37%-416.4pp |
| Employer contribution / active EE | $13,751 | $4,040+240.4% | $3,636+278.2% | $4,742+190.0% |
| Participant deferral / active EE | $13,500 | $5,292+155.1% | $4,729+185.5% | $6,401+110.9% |
| Admin fee / account holder | $4,230 | $7,493-43.5% | $6,410-34.0% | $11,431-63.0% |