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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 | $383,744 | $102,616+274.0% | $81,981+368.1% | $158,931+141.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 14.78% | 61.05%-46.3pp | 41.31%-26.5pp | 302.86%-288.1pp |
| Employer contribution / active EE | $17,869 | $3,240+451.4% | $2,498+615.3% | $4,761+275.3% |
| Participant deferral / active EE | $4,442 | $4,648-4.4% | $3,722+19.3% | $5,982-25.7% |
| Admin fee / account holder | $25,579 | $8,236+210.6% | $5,664+351.6% | $11,247+127.4% |