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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 | $748,603 | $110,830+575.5% | $86,625+764.2% | $167,553+346.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 17.84% | 116.99%-99.2pp | 63.52%-45.7pp | 478.89%-461.1pp |
| Employer contribution / active EE | $10,000 | $3,245+208.1% | $2,496+300.7% | $4,840+106.6% |
| Participant deferral / active EE | $7,735 | $4,548+70.1% | $3,700+109.1% | $6,343+21.9% |
| Admin fee / account holder | $3,819 | $8,420-54.6% | $5,830-34.5% | $12,316-69.0% |