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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 | $592,895 | $111,785+430.4% | $93,669+533.0% | $145,877+306.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 23.17% | 203.79%-180.6pp | 133.59%-110.4pp | 551.28%-528.1pp |
| Employer contribution / active EE | $5,868 | $3,096+89.5% | $2,424+142.1% | $4,663+25.8% |
| Participant deferral / active EE | $8,042 | $4,919+63.5% | $4,416+82.1% | $6,691+20.2% |
| Admin fee / account holder | $8,548 | $10,256-16.6% | $8,291+3.1% | $13,402-36.2% |