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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 | $584,864 | $102,595+470.1% | $94,057+521.8% | $154,746+278.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 14.27% | 583.42%-569.1pp | 480.62%-466.4pp | 172.34%-158.1pp |
| Employer contribution / active EE | $16,551 | $3,147+425.9% | $2,933+464.3% | $4,379+278.0% |
| Participant deferral / active EE | $15,613 | $5,118+205.1% | $4,709+231.5% | $6,730+132.0% |
| Admin fee / account holder | $7,208 | $7,736-6.8% | $7,244-0.5% | $14,365-49.8% |