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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 | $687,791 | $110,303+523.5% | $95,759+618.3% | $139,487+393.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 17.37% | 27.19%-9.8pp | 28.42%-11.0pp | 373.84%-356.5pp |
| Employer contribution / active EE | $24,503 | $3,261+651.5% | $2,836+763.9% | $4,755+415.4% |
| Participant deferral / active EE | $22,899 | $4,674+389.9% | $4,244+439.6% | $6,713+241.1% |
| Admin fee / account holder | $2,328 | $6,615-64.8% | $5,678-59.0% | $11,407-79.6% |