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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 | $646,877 | $118,680+445.1% | $98,910+554.0% | $158,931+307.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 8.96% | 372.35%-363.4pp | 196.44%-187.5pp | 302.86%-293.9pp |
| Employer contribution / active EE | $15,972 | $3,333+379.2% | $2,689+494.0% | $4,761+235.4% |
| Participant deferral / active EE | $4,333 | $5,088-14.8% | $4,244+2.1% | $5,982-27.6% |
| Admin fee / account holder | $4,167 | $10,131-58.9% | $6,642-37.3% | $11,247-63.0% |