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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 | $754,146 | $105,145+617.2% | $94,664+696.7% | $139,466+440.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 28.91% | 38.09%-9.2pp | 156.84%-127.9pp | 373.66%-344.8pp |
| Employer contribution / active EE | $2,835 | $4,107-31.0% | $3,673-22.8% | $4,754-40.4% |
| Participant deferral / active EE | $11,476 | $7,599+51.0% | $7,417+54.7% | $6,712+71.0% |
| Admin fee / account holder | $785 | $8,972-91.2% | $7,222-89.1% | $11,409-93.1% |