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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 | $482,207 | $111,878+331.0% | $93,727+414.5% | $145,897+230.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.27% | 204.28%-192.0pp | 133.83%-121.6pp | 552.29%-540.0pp |
| Employer contribution / active EE | $6,748 | $3,092+118.2% | $2,421+178.7% | $4,663+44.7% |
| Participant deferral / active EE | $16,575 | $4,920+236.9% | $4,417+275.2% | $6,689+147.8% |
| Admin fee / account holder | $30,389 | $10,256+196.3% | $8,292+266.5% | $13,390+126.9% |