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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 | $536,384 | $102,595+422.8% | $94,057+470.3% | $154,746+246.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 16.67% | 583.42%-566.7pp | 480.62%-463.9pp | 172.34%-155.7pp |
| Employer contribution / active EE | $16,944 | $3,147+438.4% | $2,933+477.7% | $4,379+286.9% |
| Participant deferral / active EE | $4,093 | $5,118-20.0% | $4,709-13.1% | $6,730-39.2% |
| Admin fee / account holder | $14,410 | $7,736+86.3% | $7,244+98.9% | $14,365+0.3% |