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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 | $581,790 | $111,878+420.0% | $93,727+520.7% | $145,897+298.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 14.85% | 204.28%-189.4pp | 133.83%-119.0pp | 552.29%-537.4pp |
| Employer contribution / active EE | $12,977 | $3,092+319.7% | $2,421+435.9% | $4,663+178.3% |
| Participant deferral / active EE | $8,176 | $4,920+66.2% | $4,417+85.1% | $6,689+22.2% |
| Admin fee / account holder | $11,402 | $10,256+11.2% | $8,292+37.5% | $13,390-14.8% |