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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 | $587,031 | $90,397+549.4% | $76,002+672.4% | $145,959+302.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 44.31% | 621.97%-577.7pp | 360.07%-315.8pp | 561.95%-517.6pp |
| Employer contribution / active EE | $17,631 | $3,317+431.5% | $2,688+555.9% | $4,661+278.3% |
| Participant deferral / active EE | $21,216 | $5,163+310.9% | $4,257+398.4% | $6,689+217.2% |
| Admin fee / account holder | $3,587 | $8,369-57.1% | $6,414-44.1% | $13,398-73.2% |