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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 | $753,345 | $160,040+370.7% | $147,096+412.1% | $145,877+416.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.60% | 98.49%-82.9pp | 419.75%-404.1pp | 551.28%-535.7pp |
| Employer contribution / active EE | $17,750 | $5,289+235.6% | $4,936+259.6% | $4,663+280.7% |
| Participant deferral / active EE | $15,327 | $8,429+81.8% | $8,071+89.9% | $6,691+129.1% |
| Admin fee / account holder | $1,221 | $15,050-91.9% | $13,005-90.6% | $13,402-90.9% |