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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 | $111,785+295.2% | $93,669+371.6% | $145,877+202.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 11.32% | 203.79%-192.5pp | 133.59%-122.3pp | 551.28%-540.0pp |
| Employer contribution / active EE | $15,857 | $3,096+412.2% | $2,424+554.3% | $4,663+240.1% |
| Participant deferral / active EE | $16,768 | $4,919+240.9% | $4,416+279.7% | $6,691+150.6% |
| Admin fee / account holder | $85,254 | $10,256+731.3% | $8,291+928.3% | $13,402+536.1% |