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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 | $743,855 | $111,785+565.4% | $93,669+694.1% | $145,877+409.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 16.00% | 203.79%-187.8pp | 133.59%-117.6pp | 551.28%-535.3pp |
| Employer contribution / active EE | $21,818 | $3,096+604.7% | $2,424+800.3% | $4,663+367.9% |
| Participant deferral / active EE | $11,479 | $4,919+133.4% | $4,416+160.0% | $6,691+71.6% |
| Admin fee / account holder | $12,854 | $10,256+25.3% | $8,291+55.0% | $13,402-4.1% |