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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 | $649,136 | $171,492+278.5% | $150,734+330.7% | $198,609+226.8% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 14.46% | 804.70%-790.2pp | 600.81%-586.3pp | 202.70%-188.2pp |
| Employer contribution / active EE | $15,431 | $5,470+182.1% | $4,918+213.7% | $5,055+205.2% |
| Participant deferral / active EE | $13,021 | $6,259+108.0% | $5,610+132.1% | $6,977+86.6% |
| Admin fee / account holder | $31,177 | $17,628+76.9% | $14,905+109.2% | $19,030+63.8% |