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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 | $602,956 | $125,237+381.4% | $105,608+470.9% | $145,877+313.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 10.89% | 225.76%-214.9pp | 116.50%-105.6pp | 551.28%-540.4pp |
| Employer contribution / active EE | $13,289 | $3,720+257.2% | $3,167+319.6% | $4,663+185.0% |
| Participant deferral / active EE | $8,313 | $5,711+45.6% | $5,010+65.9% | $6,691+24.2% |
| Admin fee / account holder | $5,551 | $17,287-67.9% | $11,028-49.7% | $13,402-58.6% |