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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 | $745,712 | $150,435+395.7% | $120,580+518.4% | $145,897+411.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 9.44% | 154.60%-145.2pp | 107.48%-98.0pp | 552.29%-542.9pp |
| Employer contribution / active EE | $17,857 | $4,352+310.3% | $3,469+414.7% | $4,663+283.0% |
| Participant deferral / active EE | $30,500 | $6,174+394.0% | $4,995+510.6% | $6,689+356.0% |
| Admin fee / account holder | $7,740 | $12,182-36.5% | $9,418-17.8% | $13,390-42.2% |