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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 | $106,923+762.9% | $84,023+998.1% | $152,909+503.4% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 8.82% | 105.02%-96.2pp | 71.32%-62.5pp | 345.46%-336.6pp |
| Employer contribution / active EE | $15,082 | $2,735+451.4% | $1,984+660.2% | $4,764+216.6% |
| Participant deferral / active EE | $8,333 | $4,013+107.7% | $3,239+157.3% | $5,851+42.4% |
| Admin fee / account holder | $10,526 | $8,289+27.0% | $6,102+72.5% | $11,601-9.3% |