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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 | $635,867 | $107,353+492.3% | $92,903+584.4% | $152,885+315.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 18.13% | 145.62%-127.5pp | 109.43%-91.3pp | 345.39%-327.3pp |
| Employer contribution / active EE | $15,926 | $4,222+277.2% | $3,653+335.9% | $4,763+234.4% |
| Participant deferral / active EE | $15,531 | $4,848+220.4% | $4,238+266.5% | $5,851+165.4% |
| Admin fee / account holder | $1,457 | $7,081-79.4% | $5,795-74.9% | $11,598-87.4% |