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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 | $683,335 | $162,821+319.7% | $133,978+410.0% | $158,982+329.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 13.91% | 41.95%-28.0pp | 45.10%-31.2pp | 302.99%-289.1pp |
| Employer contribution / active EE | $16,594 | $4,976+233.5% | $3,919+323.4% | $4,763+248.4% |
| Participant deferral / active EE | $15,611 | $5,910+164.1% | $5,047+209.3% | $5,983+160.9% |
| Admin fee / account holder | $2,691 | $11,742-77.1% | $8,930-69.9% | $11,252-76.1% |