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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 | $922,653 | $106,894+763.1% | $84,016+998.2% | $152,870+503.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 8.82% | 104.99%-96.2pp | 71.31%-62.5pp | 345.34%-336.5pp |
| Employer contribution / active EE | $15,082 | $2,734+451.6% | $1,983+660.5% | $4,763+216.7% |
| Participant deferral / active EE | $8,333 | $4,011+107.8% | $3,239+157.3% | $5,850+42.4% |
| Admin fee / account holder | $10,526 | $8,286+27.0% | $6,101+72.5% | $11,597-9.2% |