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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 | $768,823 | $102,595+649.4% | $94,057+717.4% | $154,746+396.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 16.21% | 583.42%-567.2pp | 480.62%-464.4pp | 172.34%-156.1pp |
| Employer contribution / active EE | $23,844 | $3,147+657.6% | $2,933+712.9% | $4,379+444.5% |
| Participant deferral / active EE | $12,388 | $5,118+142.0% | $4,709+163.0% | $6,730+84.1% |
| Admin fee / account holder | $4,491 | $7,736-42.0% | $7,244-38.0% | $14,365-68.7% |