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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 | $111,830+396.1% | $93,696+492.1% | $145,884+280.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 10.89% | 204.08%-193.2pp | 133.74%-122.8pp | 551.85%-541.0pp |
| Employer contribution / active EE | $2,962 | $3,093-4.2% | $2,422+22.3% | $4,662-36.5% |
| Participant deferral / active EE | $8,908 | $4,920+81.1% | $4,417+101.7% | $6,690+33.2% |
| Admin fee / account holder | $17,421 | $10,249+70.0% | $8,287+110.2% | $13,392+30.1% |