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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 | $414,084 | $99,652+315.5% | $78,778+425.6% | $147,586+180.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 16.91% | 47.28%-30.4pp | 35.62%-18.7pp | 578.59%-561.7pp |
| Employer contribution / active EE | $7,636 | $2,796+173.2% | $1,986+284.6% | $4,876+56.6% |
| Participant deferral / active EE | $11,609 | $3,664+216.9% | $2,958+292.4% | $5,439+113.5% |
| Admin fee / account holder | $31,475 | $7,155+339.9% | $5,134+513.1% | $10,886+189.1% |