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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 | $517,003 | $125,778+311.0% | $114,563+351.3% | $154,746+234.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 20.31% | 295.14%-274.8pp | 241.09%-220.8pp | 172.34%-152.0pp |
| Employer contribution / active EE | $8,650 | $2,806+208.3% | $2,592+233.7% | $4,379+97.5% |
| Participant deferral / active EE | $23,500 | $4,445+428.7% | $4,142+467.4% | $6,730+249.2% |
| Admin fee / account holder | $3,519 | $8,190-57.0% | $7,623-53.8% | $14,365-75.5% |