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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 | $740,514 | $129,737+470.8% | $119,126+521.6% | $154,746+378.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 16.70% | 379.08%-362.4pp | 282.11%-265.4pp | 172.34%-155.6pp |
| Employer contribution / active EE | $47,690 | $4,375+990.1% | $4,034+1082.3% | $4,379+989.0% |
| Participant deferral / active EE | $3,699 | $5,842-36.7% | $5,318-30.4% | $6,730-45.0% |
| Admin fee / account holder | $2,975 | $11,961-75.1% | $10,693-72.2% | $14,365-79.3% |