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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 | $435,514 | $115,810+276.1% | $101,271+330.0% | $158,966+174.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 21.16% | 56.15%-35.0pp | 46.48%-25.3pp | 302.95%-281.8pp |
| Employer contribution / active EE | $14,727 | $4,175+252.7% | $3,660+302.4% | $4,762+209.2% |
| Participant deferral / active EE | $8,000 | $4,958+61.3% | $4,371+83.0% | $5,983+33.7% |
| Admin fee / account holder | $3,970 | $7,248-45.2% | $5,948-33.2% | $11,250-64.7% |