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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 | $675,125 | $84,741+696.7% | $75,731+791.5% | $167,553+302.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 14.05% | 199.72%-185.7pp | 104.65%-90.6pp | 478.89%-464.8pp |
| Employer contribution / active EE | $4,644 | $3,230+43.8% | $2,743+69.3% | $4,840-4.0% |
| Participant deferral / active EE | $16,373 | $4,577+257.7% | $3,820+328.6% | $6,343+158.1% |
| Admin fee / account holder | $29,133 | $5,361+443.5% | $3,620+704.8% | $12,316+136.5% |