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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 | $495,130 | $111,785+342.9% | $93,669+428.6% | $145,877+239.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 8.35% | 203.79%-195.4pp | 133.59%-125.2pp | 551.28%-542.9pp |
| Employer contribution / active EE | $15,549 | $3,096+402.2% | $2,424+541.6% | $4,663+233.5% |
| Participant deferral / active EE | $21,600 | $4,919+339.1% | $4,416+389.2% | $6,691+222.8% |
| Admin fee / account holder | $2,667 | $10,256-74.0% | $8,291-67.8% | $13,402-80.1% |