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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 | $654,604 | $102,595+538.0% | $94,057+596.0% | $154,746+323.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 17.12% | 583.42%-566.3pp | 480.62%-463.5pp | 172.34%-155.2pp |
| Employer contribution / active EE | $30,296 | $3,147+862.6% | $2,933+932.9% | $4,379+591.8% |
| Participant deferral / active EE | $23,500 | $5,118+359.1% | $4,709+399.0% | $6,730+249.2% |
| Admin fee / account holder | $2,947 | $7,736-61.9% | $7,244-59.3% | $14,365-79.5% |