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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 | $445,728 | $150,412+196.3% | $120,574+269.7% | $145,884+205.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 15.75% | 154.50%-138.8pp | 107.42%-91.7pp | 551.85%-536.1pp |
| Employer contribution / active EE | $13,432 | $4,355+208.5% | $3,471+287.0% | $4,662+188.1% |
| Participant deferral / active EE | $25,671 | $6,175+315.7% | $4,996+413.9% | $6,690+283.8% |
| Admin fee / account holder | $31,000 | $12,224+153.6% | $9,445+228.2% | $13,392+131.5% |