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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 | $429,405 | $72,071+495.8% | $68,368+528.1% | $137,256+212.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 15.12% | 353.14%-338.0pp | 292.57%-277.5pp | 220.34%-205.2pp |
| Employer contribution / active EE | $22,406 | $2,788+703.7% | $2,649+745.8% | $4,156+439.1% |
| Participant deferral / active EE | $21,102 | $4,410+378.5% | $4,123+411.8% | $6,407+229.4% |
| Admin fee / account holder | $2,868 | $5,336-46.3% | $5,150-44.3% | $12,270-76.6% |