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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 | $484,993 | $106,008+357.5% | $92,240+425.8% | $147,586+228.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 20.27% | 50.05%-29.8pp | 176.29%-156.0pp | 578.59%-558.3pp |
| Employer contribution / active EE | $16,076 | $4,333+271.0% | $3,680+336.9% | $4,876+229.7% |
| Participant deferral / active EE | $9,080 | $4,478+102.8% | $3,897+133.0% | $5,439+67.0% |
| Admin fee / account holder | $310 | $6,333-95.1% | $5,194-94.0% | $10,886-97.2% |