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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 | $579,729 | $70,366+723.9% | $66,674+769.5% | $138,895+317.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 14.82% | 386.41%-371.6pp | 321.24%-306.4pp | 145.39%-130.6pp |
| Employer contribution / active EE | $16,973 | $2,765+513.8% | $2,620+547.8% | $4,194+304.7% |
| Participant deferral / active EE | $24,084 | $4,374+450.6% | $4,084+489.7% | $6,396+276.5% |
| Admin fee / account holder | $3,334 | $5,262-36.7% | $5,098-34.6% | $12,562-73.5% |