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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 | $640,001 | $183,592+248.6% | $155,567+311.4% | $145,959+338.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.75% | 61.24%-47.5pp | 64.74%-51.0pp | 561.95%-548.2pp |
| Employer contribution / active EE | $37,697 | $5,315+609.3% | $4,674+706.5% | $4,661+708.8% |
| Participant deferral / active EE | $22,393 | $6,464+246.4% | $5,628+297.9% | $6,689+234.8% |
| Admin fee / account holder | $90,983 | $19,318+371.0% | $15,916+471.6% | $13,398+579.1% |