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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 | $385,142 | $90,614+325.0% | $76,089+406.2% | $145,877+164.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 9.41% | 623.80%-614.4pp | 360.94%-351.5pp | 551.28%-541.9pp |
| Employer contribution / active EE | $18,810 | $3,324+465.8% | $2,690+599.3% | $4,663+303.4% |
| Participant deferral / active EE | $18,123 | $5,168+250.7% | $4,259+325.5% | $6,691+170.9% |
| Admin fee / account holder | $2,793 | $8,376-66.7% | $6,418-56.5% | $13,402-79.2% |