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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 | $114,119+548.9% | $107,187+590.9% | $138,895+433.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 16.70% | 273.21%-256.5pp | 204.55%-187.8pp | 145.39%-128.7pp |
| Employer contribution / active EE | $47,690 | $4,059+1075.0% | $3,782+1160.9% | $4,194+1037.0% |
| Participant deferral / active EE | $3,699 | $5,538-33.2% | $5,096-27.4% | $6,396-42.2% |
| Admin fee / account holder | $2,975 | $10,024-70.3% | $9,162-67.5% | $12,562-76.3% |