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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 | $725,118 | $70,366+930.5% | $66,674+987.6% | $138,895+422.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 18.82% | 386.41%-367.6pp | 321.24%-302.4pp | 145.39%-126.6pp |
| Employer contribution / active EE | $46,075 | $2,765+1566.3% | $2,620+1658.5% | $4,194+998.5% |
| Participant deferral / active EE | $31,000 | $4,374+608.7% | $4,084+659.1% | $6,396+384.7% |
| Admin fee / account holder | $3,780 | $5,262-28.2% | $5,098-25.9% | $12,562-69.9% |