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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 | $643,351 | $102,595+527.1% | $94,057+584.0% | $154,746+315.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 19.69% | 583.42%-563.7pp | 480.62%-460.9pp | 172.34%-152.7pp |
| Employer contribution / active EE | $6,454 | $3,147+105.1% | $2,933+120.1% | $4,379+47.4% |
| Participant deferral / active EE | $21,917 | $5,118+328.2% | $4,709+365.4% | $6,730+225.6% |
| Admin fee / account holder | $1,494 | $7,736-80.7% | $7,244-79.4% | $14,365-89.6% |