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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 | $554,777 | $111,814+396.2% | $93,654+492.4% | $145,959+280.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 10.89% | 203.30%-192.4pp | 133.34%-122.4pp | 561.95%-551.1pp |
| Employer contribution / active EE | $2,962 | $3,092-4.2% | $2,421+22.4% | $4,661-36.4% |
| Participant deferral / active EE | $8,908 | $4,914+81.3% | $4,413+101.9% | $6,689+33.2% |
| Admin fee / account holder | $17,421 | $10,246+70.0% | $8,282+110.3% | $13,398+30.0% |