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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 | $284,382 | $109,411+159.9% | $89,435+218.0% | $158,982+78.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 13.67% | 345.68%-332.0pp | 245.55%-231.9pp | 302.99%-289.3pp |
| Employer contribution / active EE | $37,500 | $3,173+1082.0% | $2,587+1349.5% | $4,763+687.3% |
| Participant deferral / active EE | $26,000 | $4,600+465.2% | $3,890+568.3% | $5,983+334.5% |
| Admin fee / account holder | $23,081 | $6,159+274.8% | $4,884+372.5% | $11,252+105.1% |