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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 | $493,554 | $104,924+370.4% | $84,623+483.2% | $152,885+222.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 19.07% | 373.82%-354.7pp | 258.77%-239.7pp | 345.39%-326.3pp |
| Employer contribution / active EE | $10,000 | $3,302+202.8% | $2,652+277.0% | $4,763+109.9% |
| Participant deferral / active EE | $13,013 | $4,689+177.5% | $3,899+233.7% | $5,851+122.4% |
| Admin fee / account holder | $5,329 | $6,242-14.6% | $4,913+8.5% | $11,598-54.1% |