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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 | $502,629 | $112,933+345.1% | $90,970+452.5% | $158,982+216.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 34.39% | 215.82%-181.4pp | 134.60%-100.2pp | 302.99%-268.6pp |
| Employer contribution / active EE | $7,500 | $2,893+159.2% | $2,122+253.5% | $4,763+57.5% |
| Participant deferral / active EE | $13,800 | $4,128+234.3% | $3,373+309.1% | $5,983+130.6% |
| Admin fee / account holder | $2,828 | $8,047-64.9% | $5,961-52.6% | $11,252-74.9% |