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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 | $417,581 | $232,540+79.6% | $185,117+125.6% | $147,586+182.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 13.88% | 43.03%-29.2pp | 40.50%-26.6pp | 578.59%-564.7pp |
| Employer contribution / active EE | $36,000 | $5,195+592.9% | $4,182+760.9% | $4,876+638.3% |
| Participant deferral / active EE | $12,000 | $5,834+105.7% | $5,045+137.9% | $5,439+120.6% |
| Admin fee / account holder | $2,800 | $10,275-72.8% | $8,159-65.7% | $10,886-74.3% |