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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 | $825,847 | $162,529+408.1% | $130,788+531.4% | $154,746+433.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 12.24% | 510.48%-498.2pp | 386.44%-374.2pp | 172.34%-160.1pp |
| Employer contribution / active EE | $28,441 | $4,447+539.5% | $3,558+699.3% | $4,379+549.5% |
| Participant deferral / active EE | $12,833 | $4,808+166.9% | $4,137+210.2% | $6,730+90.7% |
| Admin fee / account holder | $7,634 | $7,669-0.5% | $6,673+14.4% | $14,365-46.9% |