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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 | $829,542 | $110,093+653.5% | $97,295+752.6% | $145,897+468.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 27.81% | 244.76%-216.9pp | 75.62%-47.8pp | 552.29%-524.5pp |
| Employer contribution / active EE | $9,812 | $3,077+218.9% | $2,723+260.4% | $4,663+110.4% |
| Participant deferral / active EE | $11,993 | $4,678+156.4% | $4,264+181.3% | $6,689+79.3% |
| Admin fee / account holder | $596 | $6,212-90.4% | $5,646-89.4% | $13,390-95.5% |