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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 | $600,874 | $150,412+299.5% | $120,574+398.3% | $145,884+311.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 15.90% | 154.50%-138.6pp | 107.42%-91.5pp | 551.85%-535.9pp |
| Employer contribution / active EE | $28,152 | $4,355+546.5% | $3,471+711.2% | $4,662+503.8% |
| Participant deferral / active EE | $10,167 | $6,175+64.6% | $4,996+103.5% | $6,690+52.0% |
| Admin fee / account holder | $4,064 | $12,224-66.8% | $9,445-57.0% | $13,392-69.7% |