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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 | $517,912 | $129,737+299.2% | $119,126+334.8% | $154,746+234.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 11.87% | 379.08%-367.2pp | 282.11%-270.2pp | 172.34%-160.5pp |
| Employer contribution / active EE | $11,869 | $4,375+171.3% | $4,034+194.3% | $4,379+171.0% |
| Participant deferral / active EE | $16,310 | $5,842+179.2% | $5,318+206.7% | $6,730+142.3% |
| Admin fee / account holder | $58,930 | $11,961+392.7% | $10,693+451.1% | $14,365+310.2% |