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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 | $353,520 | $90,691+289.8% | $76,119+364.4% | $145,884+142.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 18.57% | 624.52%-606.0pp | 361.25%-342.7pp | 551.85%-533.3pp |
| Employer contribution / active EE | $8,886 | $3,329+166.9% | $2,693+230.0% | $4,662+90.6% |
| Participant deferral / active EE | $32,192 | $5,167+523.0% | $4,259+655.8% | $6,690+381.2% |
| Admin fee / account holder | $10,276 | $8,383+22.6% | $6,421+60.0% | $13,392-23.3% |