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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 | $645,690 | $117,846+447.9% | $102,434+530.3% | $145,884+342.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.91% | 31.90%-17.0pp | 29.46%-14.5pp | 551.85%-536.9pp |
| Employer contribution / active EE | $16,726 | $3,615+362.7% | $3,023+453.2% | $4,662+258.7% |
| Participant deferral / active EE | $23,389 | $5,733+307.9% | $5,055+362.7% | $6,690+249.6% |
| Admin fee / account holder | $2,852 | $13,356-78.6% | $9,462-69.9% | $13,392-78.7% |