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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 | $380,766 | $111,785+240.6% | $93,669+306.5% | $145,877+161.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 16.91% | 203.79%-186.9pp | 133.59%-116.7pp | 551.28%-534.4pp |
| Employer contribution / active EE | $27,360 | $3,096+783.7% | $2,424+1028.9% | $4,663+486.8% |
| Participant deferral / active EE | $6,185 | $4,919+25.8% | $4,416+40.1% | $6,691-7.5% |
| Admin fee / account holder | $3,264 | $10,256-68.2% | $8,291-60.6% | $13,402-75.6% |