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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 | $539,280 | $150,435+258.5% | $120,580+347.2% | $145,897+269.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 13.29% | 154.60%-141.3pp | 107.48%-94.2pp | 552.29%-539.0pp |
| Employer contribution / active EE | $26,219 | $4,352+502.4% | $3,469+655.8% | $4,663+462.3% |
| Participant deferral / active EE | $2,375 | $6,174-61.5% | $4,995-52.5% | $6,689-64.5% |
| Admin fee / account holder | $5,667 | $12,182-53.5% | $9,418-39.8% | $13,390-57.7% |