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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 | $357,862 | $108,942+228.5% | $100,415+256.4% | $145,897+145.3% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 11.62% | 58.27%-46.7pp | 49.47%-37.9pp | 552.29%-540.7pp |
| Employer contribution / active EE | $21,000 | $4,422+374.9% | $3,943+432.6% | $4,663+350.4% |
| Participant deferral / active EE | $6,415 | $8,461-24.2% | $8,091-20.7% | $6,689-4.1% |
| Admin fee / account holder | $78,724 | $9,702+711.4% | $7,906+895.7% | $13,390+487.9% |