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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 | $538,188 | $112,933+376.6% | $90,970+491.6% | $158,982+238.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 20.03% | 215.82%-195.8pp | 134.60%-114.6pp | 302.99%-283.0pp |
| Employer contribution / active EE | $15,089 | $2,893+421.5% | $2,122+611.1% | $4,763+216.8% |
| Participant deferral / active EE | $16,765 | $4,128+306.1% | $3,373+397.1% | $5,983+180.2% |
| Admin fee / account holder | $1,874 | $8,047-76.7% | $5,961-68.6% | $11,252-83.3% |