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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 | $750,111 | $100,203+648.6% | $85,240+780.0% | $145,897+414.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 17.01% | 84.28%-67.3pp | 66.75%-49.7pp | 552.29%-535.3pp |
| Employer contribution / active EE | $12,000 | $3,242+270.2% | $2,735+338.7% | $4,663+157.4% |
| Participant deferral / active EE | $30,000 | $5,299+466.2% | $4,527+562.7% | $6,689+348.5% |
| Admin fee / account holder | $8,520 | $7,265+17.3% | $6,165+38.2% | $13,390-36.4% |