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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 | $505,622 | $69,252+630.1% | $64,099+688.8% | $139,456+262.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 19.93% | 45.89%-26.0pp | 33.70%-13.8pp | 373.45%-353.5pp |
| Employer contribution / active EE | $28,000 | $3,184+779.4% | $2,748+918.9% | $4,753+489.1% |
| Participant deferral / active EE | $22,500 | $4,683+380.4% | $3,881+479.7% | $6,711+235.3% |
| Admin fee / account holder | $3,615 | $4,248-14.9% | $3,070+17.7% | $11,407-68.3% |