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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 | $753,905 | $118,708+535.1% | $98,920+662.1% | $158,982+374.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 6.88% | 372.49%-365.6pp | 196.47%-189.6pp | 302.99%-296.1pp |
| Employer contribution / active EE | $4,744 | $3,334+42.3% | $2,689+76.4% | $4,763-0.4% |
| Participant deferral / active EE | $21,360 | $5,089+319.7% | $4,245+403.2% | $5,983+257.0% |
| Admin fee / account holder | $3,232 | $10,134-68.1% | $6,643-51.4% | $11,252-71.3% |