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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 | $636,800 | $144,130+341.8% | $117,861+440.3% | $147,586+331.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 14.02% | 531.20%-517.2pp | 335.11%-321.1pp | 578.59%-564.6pp |
| Employer contribution / active EE | $8,605 | $4,897+75.7% | $3,786+127.3% | $4,876+76.5% |
| Participant deferral / active EE | $8,293 | $5,316+56.0% | $4,482+85.0% | $5,439+52.5% |
| Admin fee / account holder | $2,735 | $10,887-74.9% | $8,021-65.9% | $10,886-74.9% |