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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 | $433,113 | $125,184+246.0% | $105,607+310.1% | $145,884+196.9% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 22.00% | 225.00%-203.0pp | 116.11%-94.1pp | 551.85%-529.9pp |
| Employer contribution / active EE | $23,599 | $3,720+534.4% | $3,167+645.2% | $4,662+406.2% |
| Participant deferral / active EE | $18,552 | $5,714+224.7% | $5,011+270.2% | $6,690+177.3% |
| Admin fee / account holder | $6,530 | $17,133-61.9% | $10,958-40.4% | $13,392-51.2% |