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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 | $494,328 | $150,412+228.6% | $120,574+310.0% | $145,884+238.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 10.49% | 154.50%-144.0pp | 107.42%-96.9pp | 551.85%-541.4pp |
| Employer contribution / active EE | $3,473 | $4,355-20.3% | $3,471+0.1% | $4,662-25.5% |
| Participant deferral / active EE | $14,590 | $6,175+136.3% | $4,996+192.0% | $6,690+118.1% |
| Admin fee / account holder | $51,688 | $12,224+322.9% | $9,445+447.3% | $13,392+286.0% |