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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 | $677,645 | $110,093+515.5% | $97,295+596.5% | $145,897+364.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 15.01% | 244.76%-229.8pp | 75.62%-60.6pp | 552.29%-537.3pp |
| Employer contribution / active EE | $22,391 | $3,077+627.6% | $2,723+722.3% | $4,663+380.2% |
| Participant deferral / active EE | $22,455 | $4,678+380.0% | $4,264+426.7% | $6,689+235.7% |
| Admin fee / account holder | $2,392 | $6,212-61.5% | $5,646-57.6% | $13,390-82.1% |