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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 | $167,030+488.8% | $135,768+624.4% | $155,188+533.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 19.09% | 678.39%-659.3pp | 526.10%-507.0pp | 148.84%-129.8pp |
| Employer contribution / active EE | $26,481 | $4,132+540.8% | $3,394+680.2% | $4,248+523.4% |
| Participant deferral / active EE | $15,500 | $4,528+242.3% | $3,977+289.7% | $6,531+137.3% |
| Admin fee / account holder | $753 | $8,172-90.8% | $7,048-89.3% | $14,480-94.8% |