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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 | $531,391 | $171,492+209.9% | $150,734+252.5% | $198,609+167.6% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 13.99% | 804.70%-790.7pp | 600.81%-586.8pp | 202.70%-188.7pp |
| Employer contribution / active EE | $38,555 | $5,470+604.8% | $4,918+683.9% | $5,055+662.6% |
| Participant deferral / active EE | $9,214 | $6,259+47.2% | $5,610+64.2% | $6,977+32.1% |
| Admin fee / account holder | $3,510 | $17,628-80.1% | $14,905-76.5% | $19,030-81.6% |