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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 | $692,213 | $125,190+452.9% | $105,624+555.4% | $145,897+374.5% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 8.72% | 225.22%-216.5pp | 116.20%-107.5pp | 552.29%-543.6pp |
| Employer contribution / active EE | $17,821 | $3,720+379.0% | $3,168+462.6% | $4,663+282.2% |
| Participant deferral / active EE | $24,127 | $5,716+322.1% | $5,013+381.3% | $6,689+260.7% |
| Admin fee / account holder | $8,475 | $17,138-50.5% | $10,961-22.7% | $13,390-36.7% |