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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 | $671,503 | $72,071+831.7% | $68,368+882.2% | $137,256+389.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 15.73% | 353.14%-337.4pp | 292.57%-276.8pp | 220.34%-204.6pp |
| Employer contribution / active EE | $17,794 | $2,788+538.2% | $2,649+571.7% | $4,156+328.1% |
| Participant deferral / active EE | $24,089 | $4,410+446.2% | $4,123+484.3% | $6,407+276.0% |
| Admin fee / account holder | $146,004 | $5,336+2636.4% | $5,150+2735.1% | $12,270+1089.9% |