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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 | $309,936 | $57,330+440.6% | $86,656+257.7% | $75,177+312.3% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 17.98% | 2675.40%-2657.4pp | 593.09%-575.1pp | 160.75%-142.8pp |
| Employer contribution / active EE | $12,661 | $2,316+446.6% | $3,025+318.5% | $2,671+374.0% |
| Participant deferral / active EE | $10,151 | $3,320+205.7% | $4,439+128.7% | $4,126+146.0% |
| Admin fee / account holder | $13,321 | $4,115+223.7% | $5,619+137.1% | $5,651+135.7% |