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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 | $599,531 | $202,440+196.2% | $169,390+253.9% | $139,466+329.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 15.58% | 532.36%-516.8pp | 406.07%-390.5pp | 373.66%-358.1pp |
| Employer contribution / active EE | $11,923 | $4,693+154.1% | $4,013+197.2% | $4,754+150.8% |
| Participant deferral / active EE | $4,765 | $6,940-31.3% | $6,222-23.4% | $6,712-29.0% |
| Admin fee / account holder | $750 | $10,722-93.0% | $9,015-91.7% | $11,409-93.4% |