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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 | $402,683 | $90,489+345.0% | $76,051+429.5% | $145,978+175.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 14.42% | 622.78%-608.4pp | 360.42%-346.0pp | 550.52%-536.1pp |
| Employer contribution / active EE | $23,222 | $3,319+599.6% | $2,690+763.4% | $4,662+398.1% |
| Participant deferral / active EE | $19,155 | $5,164+270.9% | $4,257+349.9% | $6,690+186.3% |
| Admin fee / account holder | $5,139 | $8,374-38.6% | $6,416-19.9% | $13,400-61.6% |