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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 | $790,456 | $127,790+518.6% | $106,555+641.8% | $167,536+371.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 16.76% | 33.88%-17.1pp | 26.80%-10.0pp | 478.82%-462.1pp |
| Employer contribution / active EE | $12,500 | $3,428+264.7% | $2,819+343.4% | $4,839+158.3% |
| Participant deferral / active EE | $30,299 | $5,088+495.5% | $4,399+588.8% | $6,342+377.7% |
| Admin fee / account holder | $330 | $11,229-97.1% | $7,408-95.5% | $12,315-97.3% |