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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 | $791,822 | $85,766+823.2% | $136,298+480.9% | $70,126+1029.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 20.73% | 31.46%-10.7pp | 5156.27%-5135.5pp | 73.15%-52.4pp |
| Employer contribution / active EE | $10,075 | $2,966+239.7% | $4,696+114.6% | $2,343+330.1% |
| Participant deferral / active EE | $14,275 | $5,051+182.6% | $6,247+128.5% | $3,332+328.4% |
| Admin fee / account holder | $4,517 | $5,421-16.7% | $9,244-51.1% | $4,645-2.8% |