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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 | $446,748 | $100,938+342.6% | $90,461+393.9% | $158,982+181.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 10.78% | 1727.20%-1716.4pp | 1294.76%-1284.0pp | 302.99%-292.2pp |
| Employer contribution / active EE | $11,495 | $3,691+211.4% | $3,264+252.2% | $4,763+141.4% |
| Participant deferral / active EE | $1,866 | $4,350-57.1% | $3,964-52.9% | $5,983-68.8% |
| Admin fee / account holder | $7,957 | $6,510+22.2% | $5,617+41.7% | $11,252-29.3% |