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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 | $924,544 | $150,412+514.7% | $120,574+666.8% | $145,884+533.8% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 20.37% | 154.50%-134.1pp | 107.42%-87.1pp | 551.85%-531.5pp |
| Employer contribution / active EE | $4,238 | $4,355-2.7% | $3,471+22.1% | $4,662-9.1% |
| Participant deferral / active EE | $34,500 | $6,175+458.7% | $4,996+590.6% | $6,690+415.7% |
| Admin fee / account holder | $5,849 | $12,224-52.2% | $9,445-38.1% | $13,392-56.3% |