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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 | $766,456 | $109,967+597.0% | $97,197+688.6% | $145,877+425.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 10.32% | 244.27%-234.0pp | 75.47%-65.2pp | 551.28%-541.0pp |
| Employer contribution / active EE | $6,156 | $3,077+100.1% | $2,723+126.1% | $4,663+32.0% |
| Participant deferral / active EE | $12,767 | $4,676+173.0% | $4,263+199.5% | $6,691+90.8% |
| Admin fee / account holder | $4,348 | $6,199-29.9% | $5,637-22.9% | $13,402-67.6% |