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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 | $746,483 | $150,435+396.2% | $120,580+519.1% | $145,897+411.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 13.23% | 154.60%-141.4pp | 107.48%-94.2pp | 552.29%-539.1pp |
| Employer contribution / active EE | $18,954 | $4,352+335.5% | $3,469+446.3% | $4,663+306.5% |
| Participant deferral / active EE | $9,172 | $6,174+48.6% | $4,995+83.6% | $6,689+37.1% |
| Admin fee / account holder | $29,875 | $12,182+145.2% | $9,418+217.2% | $13,390+123.1% |