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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 | $389,682 | $118,708+228.3% | $98,920+293.9% | $158,982+145.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 11.25% | 372.49%-361.2pp | 196.47%-185.2pp | 302.99%-291.7pp |
| Employer contribution / active EE | $14,285 | $3,334+328.5% | $2,689+431.1% | $4,763+199.9% |
| Participant deferral / active EE | $14,359 | $5,089+182.1% | $4,245+238.3% | $5,983+140.0% |
| Admin fee / account holder | $54,241 | $10,134+435.3% | $6,643+716.6% | $11,252+382.1% |