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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 | $418,504 | $70,366+494.8% | $66,674+527.7% | $138,895+201.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 42.80% | 386.41%-343.6pp | 321.24%-278.4pp | 145.39%-102.6pp |
| Employer contribution / active EE | $4,179 | $2,765+51.1% | $2,620+59.5% | $4,194-0.4% |
| Participant deferral / active EE | $8,000 | $4,374+82.9% | $4,084+95.9% | $6,396+25.1% |
| Admin fee / account holder | $1,526 | $5,262-71.0% | $5,098-70.1% | $12,562-87.9% |