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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 | $671,668 | $70,366+854.5% | $66,674+907.4% | $138,895+383.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 16.08% | 386.41%-370.3pp | 321.24%-305.2pp | 145.39%-129.3pp |
| Employer contribution / active EE | $30,000 | $2,765+985.0% | $2,620+1045.0% | $4,194+615.3% |
| Participant deferral / active EE | $30,000 | $4,374+585.9% | $4,084+634.6% | $6,396+369.0% |
| Admin fee / account holder | $5,828 | $5,262+10.7% | $5,098+14.3% | $12,562-53.6% |