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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 | $647,425 | $117,444+451.3% | $99,479+550.8% | $152,909+323.4% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 21.31% | 31.87%-10.6pp | 30.72%-9.4pp | 345.46%-324.2pp |
| Employer contribution / active EE | $15,106 | $3,014+401.2% | $2,540+494.6% | $4,764+217.1% |
| Participant deferral / active EE | $12,409 | $4,086+203.7% | $3,619+242.9% | $5,851+112.1% |
| Admin fee / account holder | $6,317 | $7,635-17.3% | $6,253+1.0% | $11,601-45.5% |