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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 | $300,907 | $111,878+169.0% | $93,727+221.0% | $145,897+106.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 16.26% | 204.28%-188.0pp | 133.83%-117.6pp | 552.29%-536.0pp |
| Employer contribution / active EE | $12,600 | $3,092+307.5% | $2,421+420.4% | $4,663+170.2% |
| Participant deferral / active EE | $7,314 | $4,920+48.6% | $4,417+65.6% | $6,689+9.3% |
| Admin fee / account holder | $786,529 | $10,256+7568.7% | $8,292+9385.9% | $13,390+5773.8% |