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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 | $529,746 | $171,492+208.9% | $150,734+251.4% | $198,609+166.7% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 16.68% | 804.70%-788.0pp | 600.81%-584.1pp | 202.70%-186.0pp |
| Employer contribution / active EE | $10,151 | $5,470+85.6% | $4,918+106.4% | $5,055+100.8% |
| Participant deferral / active EE | $8,085 | $6,259+29.2% | $5,610+44.1% | $6,977+15.9% |
| Admin fee / account holder | $7,851 | $17,628-55.5% | $14,905-47.3% | $19,030-58.7% |