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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 | $413,453 | $138,075+199.4% | $123,552+234.6% | $135,379+205.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 4.32% | 153.70%-149.4pp | 119.20%-114.9pp | 519.79%-515.5pp |
| Employer contribution / active EE | $11,550 | $5,152+124.2% | $4,628+149.6% | $4,779+141.7% |
| Participant deferral / active EE | $8,142 | $6,800+19.7% | $6,426+26.7% | $5,609+45.2% |
| Admin fee / account holder | $846 | $10,917-92.3% | $9,285-90.9% | $10,828-92.2% |