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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 | $638,333 | $232,540+174.5% | $185,117+244.8% | $147,586+332.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 12.03% | 43.03%-31.0pp | 40.50%-28.5pp | 578.59%-566.6pp |
| Employer contribution / active EE | $15,250 | $5,195+193.5% | $4,182+264.7% | $4,876+212.7% |
| Participant deferral / active EE | $9,000 | $5,834+54.3% | $5,045+78.4% | $5,439+65.5% |
| Admin fee / account holder | $25,688 | $10,275+150.0% | $8,159+214.8% | $10,886+136.0% |