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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 | $843,476 | $102,595+722.1% | $94,057+796.8% | $154,746+445.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 17.37% | 583.42%-566.0pp | 480.62%-463.2pp | 172.34%-155.0pp |
| Employer contribution / active EE | $16,616 | $3,147+428.0% | $2,933+466.5% | $4,379+279.5% |
| Participant deferral / active EE | $15,136 | $5,118+195.7% | $4,709+221.4% | $6,730+124.9% |
| Admin fee / account holder | $5,328 | $7,736-31.1% | $7,244-26.5% | $14,365-62.9% |