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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 | $676,169 | $68,097+892.9% | $62,929+974.5% | $137,256+392.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 13.29% | 1859.11%-1845.8pp | 1063.93%-1050.6pp | 220.34%-207.0pp |
| Employer contribution / active EE | $18,908 | $2,811+572.6% | $2,505+655.0% | $4,156+355.0% |
| Participant deferral / active EE | $14,625 | $4,553+221.3% | $3,888+276.1% | $6,407+128.3% |
| Admin fee / account holder | $3,750 | $6,521-42.5% | $5,065-26.0% | $12,270-69.4% |