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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 | $341,536 | $111,785+205.5% | $93,669+264.6% | $145,877+134.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 9.91% | 203.79%-193.9pp | 133.59%-123.7pp | 551.28%-541.4pp |
| Employer contribution / active EE | $13,025 | $3,096+320.7% | $2,424+437.4% | $4,663+179.3% |
| Participant deferral / active EE | $27,063 | $4,919+450.2% | $4,416+512.9% | $6,691+304.5% |
| Admin fee / account holder | $27,893 | $10,256+172.0% | $8,291+236.4% | $13,402+108.1% |