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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 | $618,555 | $84,708+630.2% | $75,714+717.0% | $167,536+269.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 9.52% | 199.62%-190.1pp | 104.62%-95.1pp | 478.82%-469.3pp |
| Employer contribution / active EE | $14,099 | $3,231+336.4% | $2,744+413.9% | $4,839+191.4% |
| Participant deferral / active EE | $9,725 | $4,577+112.5% | $3,820+154.6% | $6,342+53.3% |
| Admin fee / account holder | $7,036 | $5,358+31.3% | $3,619+94.4% | $12,315-42.9% |