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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 | $592,882 | $111,787+430.4% | $93,681+532.9% | $145,978+306.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 11.48% | 203.52%-192.0pp | 133.47%-122.0pp | 550.52%-539.0pp |
| Employer contribution / active EE | $5,223 | $3,093+68.8% | $2,422+115.6% | $4,662+12.0% |
| Participant deferral / active EE | $12,700 | $4,918+158.3% | $4,415+187.7% | $6,690+89.9% |
| Admin fee / account holder | $10,640 | $10,256+3.7% | $8,290+28.4% | $13,400-20.6% |