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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 | $689,700 | $201,344+242.5% | $184,243+274.3% | $145,877+372.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.48% | 29.01%-13.5pp | 28.82%-13.3pp | 551.28%-535.8pp |
| Employer contribution / active EE | $19,477 | $7,022+177.4% | $6,427+203.1% | $4,663+317.7% |
| Participant deferral / active EE | $14,325 | $9,807+46.1% | $9,132+56.9% | $6,691+114.1% |
| Admin fee / account holder | $4,441 | $16,382-72.9% | $13,914-68.1% | $13,402-66.9% |