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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 | $646,877 | $118,708+444.9% | $98,920+553.9% | $158,982+306.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 8.96% | 372.49%-363.5pp | 196.47%-187.5pp | 302.99%-294.0pp |
| Employer contribution / active EE | $15,972 | $3,334+379.1% | $2,689+493.9% | $4,763+235.3% |
| Participant deferral / active EE | $4,333 | $5,089-14.9% | $4,245+2.1% | $5,983-27.6% |
| Admin fee / account holder | $4,167 | $10,134-58.9% | $6,643-37.3% | $11,252-63.0% |