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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 | $947,655 | $134,817+602.9% | $123,973+664.4% | $155,188+510.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 16.76% | 515.49%-498.7pp | 388.13%-371.4pp | 148.84%-132.1pp |
| Employer contribution / active EE | $32,487 | $4,425+634.2% | $4,126+687.4% | $4,248+664.8% |
| Participant deferral / active EE | $21,117 | $5,706+270.1% | $5,247+302.5% | $6,531+223.3% |
| Admin fee / account holder | $6,441 | $13,245-51.4% | $11,799-45.4% | $14,480-55.5% |