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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 | $441,781 | $111,878+294.9% | $93,727+371.4% | $145,897+202.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 11.32% | 204.28%-193.0pp | 133.83%-122.5pp | 552.29%-541.0pp |
| Employer contribution / active EE | $15,857 | $3,092+412.8% | $2,421+554.9% | $4,663+240.1% |
| Participant deferral / active EE | $16,768 | $4,920+240.8% | $4,417+279.6% | $6,689+150.7% |
| Admin fee / account holder | $85,254 | $10,256+731.2% | $8,292+928.2% | $13,390+536.7% |