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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 | $372,456 | $150,435+147.6% | $120,580+208.9% | $145,897+155.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 10.36% | 154.60%-144.2pp | 107.48%-97.1pp | 552.29%-541.9pp |
| Employer contribution / active EE | $14,533 | $4,352+233.9% | $3,469+318.9% | $4,663+211.7% |
| Participant deferral / active EE | $17,667 | $6,174+186.1% | $4,995+253.7% | $6,689+164.1% |
| Admin fee / account holder | $69,056 | $12,182+466.9% | $9,418+633.2% | $13,390+415.7% |