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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 | $581,726 | $77,920+646.6% | $149,723+288.5% | $75,177+673.8% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 19.68% | 31.72%-12.0pp | 134.50%-114.8pp | 160.75%-141.1pp |
| Employer contribution / active EE | $29,133 | $3,138+828.3% | $4,821+504.3% | $2,671+990.7% |
| Participant deferral / active EE | $16,210 | $3,411+375.2% | $5,682+185.3% | $4,126+292.8% |
| Admin fee / account holder | $3,954 | $5,951-33.6% | $13,215-70.1% | $5,651-30.0% |