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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 | $369,852 | $111,785+230.9% | $93,669+294.9% | $145,877+153.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 29.41% | 203.79%-174.4pp | 133.59%-104.2pp | 551.28%-521.9pp |
| Employer contribution / active EE | $16,426 | $3,096+430.6% | $2,424+577.8% | $4,663+252.3% |
| Participant deferral / active EE | $15,356 | $4,919+212.2% | $4,416+247.8% | $6,691+129.5% |
| Admin fee / account holder | $13,389 | $10,256+30.6% | $8,291+61.5% | $13,402-0.1% |