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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 | $150,197+396.5% | $120,368+519.5% | $145,959+410.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 9.44% | 154.26%-144.8pp | 107.26%-97.8pp | 561.95%-552.5pp |
| Employer contribution / active EE | $17,857 | $4,350+310.5% | $3,465+415.4% | $4,661+283.1% |
| Participant deferral / active EE | $30,500 | $6,174+394.0% | $4,991+511.1% | $6,689+356.0% |
| Admin fee / account holder | $7,740 | $12,216-36.6% | $9,429-17.9% | $13,398-42.2% |