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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 | $399,835 | $97,761+309.0% | $83,850+376.8% | $135,382+195.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 11.41% | 1287.44%-1276.0pp | 850.92%-839.5pp | 519.77%-508.4pp |
| Employer contribution / active EE | $12,490 | $4,222+195.8% | $3,631+244.0% | $4,779+161.4% |
| Participant deferral / active EE | $7,546 | $4,682+61.2% | $4,082+84.9% | $5,609+34.5% |
| Admin fee / account holder | $11,619 | $6,674+74.1% | $5,478+112.1% | $10,829+7.3% |