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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 | $503,230 | $110,801+354.2% | $86,615+481.0% | $167,536+200.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 15.34% | 116.96%-101.6pp | 63.51%-48.2pp | 478.82%-463.5pp |
| Employer contribution / active EE | $10,230 | $3,245+215.3% | $2,496+309.9% | $4,839+111.4% |
| Participant deferral / active EE | $12,011 | $4,547+164.2% | $3,699+224.7% | $6,342+89.4% |
| Admin fee / account holder | $14,181 | $8,417+68.5% | $5,830+143.3% | $12,315+15.2% |