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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 | $607,909 | $99,079+513.6% | $78,002+679.4% | $273,972+121.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 4.36% | 217.93%-213.6pp | 425.99%-421.6pp | 41.46%-37.1pp |
| Employer contribution / active EE | $19,990 | $3,308+504.4% | $2,470+709.2% | $4,869+310.6% |
| Participant deferral / active EE | $12,000 | $4,306+178.7% | $3,497+243.2% | $5,287+127.0% |
| Admin fee / account holder | $5,924 | $8,954-33.8% | $5,481+8.1% | $10,133-41.5% |