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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 | $419,635 | $168,636+148.8% | $147,617+184.3% | $125,393+234.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 2.80% | 77.65%-74.9pp | 61.98%-59.2pp | 282.23%-279.4pp |
| Employer contribution / active EE | $28,625 | $6,252+357.8% | $5,565+414.4% | $4,866+488.3% |
| Participant deferral / active EE | $18,667 | $5,507+239.0% | $4,895+281.3% | $5,351+248.8% |
| Admin fee / account holder | $30,104 | $13,580+121.7% | $11,611+159.3% | $9,541+215.5% |