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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 | $547,341 | $100,911+442.4% | $90,440+505.2% | $158,966+244.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 14.32% | 1726.62%-1712.3pp | 1294.38%-1280.1pp | 302.95%-288.6pp |
| Employer contribution / active EE | $44,381 | $3,690+1102.7% | $3,263+1260.1% | $4,762+831.9% |
| Participant deferral / active EE | $9,000 | $4,348+107.0% | $3,964+127.1% | $5,983+50.4% |
| Admin fee / account holder | $16,266 | $6,507+150.0% | $5,615+189.7% | $11,250+44.6% |