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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 | $933,607 | $150,412+520.7% | $120,574+674.3% | $145,884+540.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 13.08% | 154.50%-141.4pp | 107.42%-94.3pp | 551.85%-538.8pp |
| Employer contribution / active EE | $5,255 | $4,355+20.7% | $3,471+51.4% | $4,662+12.7% |
| Participant deferral / active EE | $6,000 | $6,175-2.8% | $4,996+20.1% | $6,690-10.3% |
| Admin fee / account holder | $2,192 | $12,224-82.1% | $9,445-76.8% | $13,392-83.6% |