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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 | $983,524 | $162,529+505.1% | $130,788+652.0% | $154,746+535.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 19.09% | 510.48%-491.4pp | 386.44%-367.4pp | 172.34%-153.3pp |
| Employer contribution / active EE | $26,481 | $4,447+495.4% | $3,558+644.3% | $4,379+504.7% |
| Participant deferral / active EE | $15,500 | $4,808+222.4% | $4,137+274.7% | $6,730+130.3% |
| Admin fee / account holder | $753 | $7,669-90.2% | $6,673-88.7% | $14,365-94.8% |