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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 | $438,719 | $107,941+306.4% | $91,994+376.9% | $152,897+186.9% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 27.37% | 89.28%-61.9pp | 69.04%-41.7pp | 345.43%-318.1pp |
| Employer contribution / active EE | $16,350 | $4,212+288.2% | $3,453+373.5% | $4,764+243.2% |
| Participant deferral / active EE | $13,892 | $6,366+118.2% | $5,924+134.5% | $5,851+137.4% |
| Admin fee / account holder | $4,633 | $10,521-56.0% | $7,744-40.2% | $11,599-60.1% |