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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 | $754,085 | $115,796+551.2% | $101,264+644.7% | $158,950+374.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 11.73% | 56.15%-44.4pp | 46.48%-34.8pp | 302.91%-291.2pp |
| Employer contribution / active EE | $22,404 | $4,175+436.6% | $3,660+512.2% | $4,762+370.5% |
| Participant deferral / active EE | $21,280 | $4,958+329.2% | $4,370+386.9% | $5,983+255.7% |
| Admin fee / account holder | $5,698 | $7,247-21.4% | $5,947-4.2% | $11,248-49.3% |