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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 | $466,384 | $111,785+317.2% | $93,669+397.9% | $145,877+219.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 10.64% | 203.79%-193.1pp | 133.59%-122.9pp | 551.28%-540.6pp |
| Employer contribution / active EE | $3,817 | $3,096+23.3% | $2,424+57.5% | $4,663-18.1% |
| Participant deferral / active EE | $1,655 | $4,919-66.3% | $4,416-62.5% | $6,691-75.3% |
| Admin fee / account holder | $37,076 | $10,256+261.5% | $8,291+347.2% | $13,402+176.6% |